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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 | $801,426 | $202,342+296.1% | $172,752+363.9% | $152,897+424.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.53% | 1029.83%-1014.3pp | 802.97%-787.4pp | 345.43%-329.9pp |
| Employer contribution / active EE | $14,294 | $5,858+144.0% | $5,144+177.9% | $4,764+200.1% |
| Participant deferral / active EE | $23,000 | $5,948+286.7% | $5,198+342.5% | $5,851+293.1% |
| Admin fee / account holder | $4,644 | $17,111-72.9% | $13,955-66.7% | $11,599-60.0% |