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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 | $760,819 | $209,422+263.3% | $178,503+326.2% | $158,982+378.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.84% | 188.81%-168.0pp | 151.12%-130.3pp | 302.99%-282.1pp |
| Employer contribution / active EE | $4,121 | $5,707-27.8% | $5,011-17.8% | $4,763-13.5% |
| Participant deferral / active EE | $25,000 | $5,955+319.8% | $5,202+380.6% | $5,983+317.8% |
| Admin fee / account holder | $71,376 | $17,079+317.9% | $13,987+410.3% | $11,252+534.4% |