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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 | $920,267 | $197,637+365.6% | $177,848+417.4% | $158,982+478.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.62% | 58.77%-50.2pp | 48.33%-39.7pp | 302.99%-294.4pp |
| Employer contribution / active EE | $20,513 | $6,698+206.2% | $5,919+246.6% | $4,763+330.7% |
| Participant deferral / active EE | $14,490 | $8,405+72.4% | $7,714+87.8% | $5,983+142.2% |
| Admin fee / account holder | $21,451 | $15,406+39.2% | $12,431+72.6% | $11,252+90.7% |