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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 | $879,758 | $175,259+402.0% | $149,723+487.6% | $139,487+530.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.21% | 166.82%-150.6pp | 134.50%-118.3pp | 373.84%-357.6pp |
| Employer contribution / active EE | $8,812 | $5,478+60.9% | $4,821+82.8% | $4,755+85.3% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $39,724 | $16,158+145.8% | $13,215+200.6% | $11,407+248.2% |