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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 | $621,448 | $176,077+252.9% | $159,455+289.7% | $167,518+271.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.06% | 331.83%-320.8pp | 263.63%-252.6pp | 478.71%-467.6pp |
| Employer contribution / active EE | $10,663 | $5,298+101.3% | $4,830+120.8% | $4,838+120.4% |
| Participant deferral / active EE | $10,534 | $7,751+35.9% | $7,353+43.3% | $6,342+66.1% |
| Admin fee / account holder | $108,887 | $12,556+767.2% | $10,800+908.2% | $12,312+784.4% |