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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 | $956,746 | $197,625+384.1% | $177,840+438.0% | $158,966+501.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 75.17% | 58.76%+16.4pp | 48.32%+26.8pp | 302.95%-227.8pp |
| Employer contribution / active EE | $11,399 | $6,698+70.2% | $5,919+92.6% | $4,762+139.4% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $6,317 | $15,405-59.0% | $12,431-49.2% | $11,250-43.8% |