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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 | $834,794 | $132,634+529.4% | $115,768+621.1% | $137,256+508.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 16.20% | 160.70%-144.5pp | 100.46%-84.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $9,375 | $3,360+179.0% | $2,940+218.9% | $4,156+125.6% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $4,917-100.0% | $6,407-100.0% |
| Admin fee / account holder | $22,727 | $15,028+51.2% | $12,439+82.7% | $12,270+85.2% |