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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 | $951,338 | $154,228+516.8% | $145,433+554.1% | $137,256+593.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.52% | 74.59%-61.1pp | 66.58%-53.1pp | 220.34%-206.8pp |
| Employer contribution / active EE | $17,333 | $4,804+260.8% | $4,554+280.6% | $4,156+317.1% |
| Participant deferral / active EE | $24,278 | $8,216+195.5% | $7,897+207.4% | $6,407+278.9% |
| Admin fee / account holder | $29,338 | $14,344+104.5% | $13,129+123.5% | $12,270+139.1% |