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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 | $909,300 | $198,457+358.2% | $170,435+433.5% | $147,586+516.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 23.93% | 257.30%-233.4pp | 205.94%-182.0pp | 578.59%-554.7pp |
| Employer contribution / active EE | $35,595 | $6,183+475.7% | $5,432+555.2% | $4,876+629.9% |
| Participant deferral / active EE | $18,545 | $5,629+229.4% | $4,939+275.5% | $5,439+241.0% |
| Admin fee / account holder | $1,708 | $16,852-89.9% | $13,881-87.7% | $10,886-84.3% |