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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 | $982,417 | $181,896+440.1% | $156,551+527.5% | $273,972+258.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 867.93% | 30.74%+837.2pp | 32.23%+835.7pp | 41.46%+826.5pp |
| Employer contribution / active EE | $6,019 | $6,248-3.7% | $5,501+9.4% | $4,869+23.6% |
| Participant deferral / active EE | $10,920 | $5,550+96.8% | $4,871+124.2% | $5,287+106.5% |
| Admin fee / account holder | $5,266 | $15,560-66.2% | $13,028-59.6% | $10,133-48.0% |