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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 | $789,971 | $209,422+277.2% | $178,503+342.6% | $158,982+396.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.39% | 188.81%-168.4pp | 151.12%-130.7pp | 302.99%-282.6pp |
| Employer contribution / active EE | $30,754 | $5,707+438.9% | $5,011+513.7% | $4,763+545.7% |
| Participant deferral / active EE | $15,457 | $5,955+159.6% | $5,202+197.1% | $5,983+158.3% |
| Admin fee / account holder | $3,840 | $17,079-77.5% | $13,987-72.5% | $11,252-65.9% |