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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 | $495,811 | $217,432+128.0% | $185,851+166.8% | $167,553+195.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 19.40% | 148.43%-129.0pp | 122.11%-102.7pp | 478.89%-459.5pp |
| Employer contribution / active EE | $26,404 | $5,874+349.5% | $5,168+410.9% | $4,840+445.6% |
| Participant deferral / active EE | $10,882 | $6,357+71.2% | $5,569+95.4% | $6,343+71.6% |
| Admin fee / account holder | $89,482 | $19,820+351.5% | $16,245+450.8% | $12,316+626.5% |