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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 | $921,133 | $138,102+567.0% | $125,381+634.7% | $134,532+584.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 7.27% | 750.73%-743.5pp | 572.31%-565.0pp | 418.27%-411.0pp |
| Employer contribution / active EE | $4,873 | $5,245-7.1% | $4,815+1.2% | $4,741+2.8% |
| Participant deferral / active EE | $19,201 | $7,801+146.1% | $7,448+157.8% | $6,401+200.0% |
| Admin fee / account holder | $17,960 | $11,568+55.3% | $10,007+79.5% | $11,429+57.1% |