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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 | $913,236 | $183,988+396.4% | $162,177+463.1% | $152,897+497.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 26.77% | 150.79%-124.0pp | 115.60%-88.8pp | 345.43%-318.7pp |
| Employer contribution / active EE | $25,013 | $6,370+292.7% | $5,613+345.6% | $4,764+425.1% |
| Participant deferral / active EE | $11,000 | $8,032+36.9% | $7,297+50.8% | $5,851+88.0% |
| Admin fee / account holder | $19,922 | $13,123+51.8% | $10,843+83.7% | $11,599+71.8% |