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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 | $765,074 | $198,462+285.5% | $170,439+348.9% | $147,585+418.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.42% | 257.30%-240.9pp | 205.94%-189.5pp | 578.58%-562.2pp |
| Employer contribution / active EE | $25,695 | $6,184+315.5% | $5,433+373.0% | $4,876+426.9% |
| Participant deferral / active EE | $9,720 | $5,629+72.7% | $4,939+96.8% | $5,439+78.7% |
| Admin fee / account holder | $33,145 | $16,852+96.7% | $13,881+138.8% | $10,886+204.5% |