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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 | $771,212 | $175,259+340.0% | $149,723+415.1% | $139,487+452.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.15% | 166.82%-155.7pp | 134.50%-123.3pp | 373.84%-362.7pp |
| Employer contribution / active EE | $11,891 | $5,478+117.0% | $4,821+146.6% | $4,755+150.1% |
| Participant deferral / active EE | $10,000 | $6,522+53.3% | $5,682+76.0% | $6,713+49.0% |
| Admin fee / account holder | $17,278 | $16,158+6.9% | $13,215+30.7% | $11,407+51.5% |