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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 | $792,459 | $198,457+299.3% | $170,435+365.0% | $147,586+436.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.85% | 257.30%-234.5pp | 205.94%-183.1pp | 578.59%-555.7pp |
| Employer contribution / active EE | $24,534 | $6,183+296.8% | $5,432+351.6% | $4,876+403.1% |
| Participant deferral / active EE | $12,548 | $5,629+122.9% | $4,939+154.0% | $5,439+130.7% |
| Admin fee / account holder | $14,100 | $16,852-16.3% | $13,881+1.6% | $10,886+29.5% |