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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 | $765,579 | $202,326+278.4% | $172,745+343.2% | $152,870+400.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.15% | 1029.72%-1006.6pp | 802.90%-779.7pp | 345.34%-322.2pp |
| Employer contribution / active EE | $16,312 | $5,858+178.5% | $5,144+217.1% | $4,763+242.5% |
| Participant deferral / active EE | $14,995 | $5,948+152.1% | $5,197+188.5% | $5,850+156.3% |
| Admin fee / account holder | $8,821 | $17,110-48.4% | $13,954-36.8% | $11,597-23.9% |