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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 | $768,021 | $201,372+281.4% | $184,260+316.8% | $145,884+426.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.19% | 29.04%-12.8pp | 28.84%-12.6pp | 551.85%-535.7pp |
| Employer contribution / active EE | $33,884 | $7,024+382.4% | $6,427+427.2% | $4,662+626.8% |
| Participant deferral / active EE | $19,420 | $9,808+98.0% | $9,133+112.6% | $6,690+190.3% |
| Admin fee / account holder | $23,186 | $16,362+41.7% | $13,898+66.8% | $13,392+73.1% |