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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 | $645,177 | $209,422+208.1% | $178,503+261.4% | $158,982+305.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 29.45% | 188.81%-159.4pp | 151.12%-121.7pp | 302.99%-273.5pp |
| Employer contribution / active EE | $16,171 | $5,707+183.4% | $5,011+222.7% | $4,763+239.5% |
| Participant deferral / active EE | $10,516 | $5,955+76.6% | $5,202+102.1% | $5,983+75.8% |
| Admin fee / account holder | $187,268 | $17,079+996.5% | $13,987+1238.9% | $11,252+1564.4% |