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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 | $946,400 | $209,422+351.9% | $178,503+430.2% | $158,982+495.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.19% | 188.81%-168.6pp | 151.12%-130.9pp | 302.99%-282.8pp |
| Employer contribution / active EE | $28,280 | $5,707+395.5% | $5,011+464.3% | $4,763+493.8% |
| Participant deferral / active EE | $15,584 | $5,955+161.7% | $5,202+199.6% | $5,983+160.5% |
| Admin fee / account holder | $451,033 | $17,079+2540.9% | $13,987+3124.6% | $11,252+3908.6% |