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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 | $965,896 | $209,422+361.2% | $178,503+441.1% | $158,982+507.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.33% | 188.81%-179.5pp | 151.12%-141.8pp | 302.99%-293.7pp |
| Employer contribution / active EE | $11,743 | $5,707+105.8% | $5,011+134.3% | $4,763+146.6% |
| Participant deferral / active EE | $20,268 | $5,955+240.4% | $5,202+289.6% | $5,983+238.7% |
| Admin fee / account holder | $111,635 | $17,079+553.6% | $13,987+698.1% | $11,252+892.2% |