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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 | $936,650 | $198,457+372.0% | $170,435+449.6% | $147,586+534.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.34% | 257.30%-244.0pp | 205.94%-192.6pp | 578.59%-565.3pp |
| Employer contribution / active EE | $13,062 | $6,183+111.2% | $5,432+140.4% | $4,876+167.9% |
| Participant deferral / active EE | $15,750 | $5,629+179.8% | $4,939+218.9% | $5,439+189.6% |
| Admin fee / account holder | $3,311 | $16,852-80.4% | $13,881-76.1% | $10,886-69.6% |