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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 | $804,112 | $209,422+284.0% | $178,503+350.5% | $158,982+405.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.44% | 188.81%-171.4pp | 151.12%-133.7pp | 302.99%-285.6pp |
| Employer contribution / active EE | $15,539 | $5,707+172.3% | $5,011+210.1% | $4,763+226.3% |
| Participant deferral / active EE | $12,413 | $5,955+108.5% | $5,202+138.6% | $5,983+107.5% |
| Admin fee / account holder | $5,709 | $17,079-66.6% | $13,987-59.2% | $11,252-49.3% |