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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $751,145 | $160,040+369.3% | $147,096+410.6% | $145,877+414.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.98% | 98.49%-86.5pp | 419.75%-407.8pp | 551.28%-539.3pp |
| Employer contribution / active EE | $23,444 | $5,289+343.2% | $4,936+375.0% | $4,663+402.8% |
| Participant deferral / active EE | $12,719 | $8,429+50.9% | $8,071+57.6% | $6,691+90.1% |
| Admin fee / account holder | $350,810 | $15,050+2231.0% | $13,005+2597.5% | $13,402+2517.6% |