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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 | $971,984 | $165,399+487.7% | $149,745+549.1% | $158,982+511.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.88% | 348.34%-331.5pp | 276.72%-259.8pp | 302.99%-286.1pp |
| Employer contribution / active EE | $14,626 | $5,105+186.5% | $4,646+214.8% | $4,763+207.1% |
| Participant deferral / active EE | $9,095 | $7,183+26.6% | $6,843+32.9% | $5,983+52.0% |
| Admin fee / account holder | $3,381 | $10,811-68.7% | $9,312-63.7% | $11,252-70.0% |