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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 | $671,057 | $198,457+238.1% | $170,435+293.7% | $147,586+354.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.18% | 257.30%-247.1pp | 205.94%-195.8pp | 578.59%-568.4pp |
| Employer contribution / active EE | $23,499 | $6,183+280.0% | $5,432+332.6% | $4,876+381.9% |
| Participant deferral / active EE | $15,825 | $5,629+181.1% | $4,939+220.4% | $5,439+191.0% |
| Admin fee / account holder | $5,235 | $16,852-68.9% | $13,881-62.3% | $10,886-51.9% |