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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 | $914,747 | $209,425+336.8% | $178,499+412.5% | $158,966+475.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 27.30% | 188.80%-161.5pp | 151.10%-123.8pp | 302.95%-275.6pp |
| Employer contribution / active EE | $18,481 | $5,707+223.8% | $5,011+268.8% | $4,762+288.1% |
| Participant deferral / active EE | $13,227 | $5,955+122.1% | $5,202+154.3% | $5,983+121.1% |
| Admin fee / account holder | $5,407 | $17,078-68.3% | $13,986-61.3% | $11,250-51.9% |