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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 | $802,398 | $209,425+283.1% | $178,499+349.5% | $158,966+404.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 25.14% | 188.80%-163.7pp | 151.10%-126.0pp | 302.95%-277.8pp |
| Employer contribution / active EE | $7,143 | $5,707+25.2% | $5,011+42.5% | $4,762+50.0% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $5,191 | $17,078-69.6% | $13,986-62.9% | $11,250-53.9% |