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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 | $791,576 | $217,432+264.1% | $185,851+325.9% | $167,553+372.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.69% | 148.43%-136.7pp | 122.11%-110.4pp | 478.89%-467.2pp |
| Employer contribution / active EE | $15,185 | $5,874+158.5% | $5,168+193.8% | $4,840+213.8% |
| Participant deferral / active EE | $10,833 | $6,357+70.4% | $5,569+94.5% | $6,343+70.8% |
| Admin fee / account holder | $22,366 | $19,820+12.8% | $16,245+37.7% | $12,316+81.6% |