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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 | $915,369 | $198,461+361.2% | $170,436+437.1% | $147,585+520.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.16% | 257.30%-241.1pp | 205.94%-189.8pp | 578.57%-562.4pp |
| Employer contribution / active EE | $13,056 | $6,184+111.1% | $5,433+140.3% | $4,876+167.7% |
| Participant deferral / active EE | $8,826 | $5,629+56.8% | $4,939+78.7% | $5,439+62.3% |
| Admin fee / account holder | $1,710 | $16,852-89.9% | $13,880-87.7% | $10,885-84.3% |