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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 | $952,760 | $198,457+380.1% | $170,435+459.0% | $147,586+545.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.27% | 257.30%-238.0pp | 205.94%-186.7pp | 578.59%-559.3pp |
| Employer contribution / active EE | $16,416 | $6,183+165.5% | $5,432+202.2% | $4,876+236.7% |
| Participant deferral / active EE | $22,800 | $5,629+305.0% | $4,939+361.6% | $5,439+319.2% |
| Admin fee / account holder | $53,907 | $16,852+219.9% | $13,881+288.4% | $10,886+395.2% |