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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 | $547,275 | $209,425+161.3% | $178,499+206.6% | $158,966+244.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 191.08% | 188.80%+2.3pp | 151.10%+40.0pp | 302.95%-111.9pp |
| Employer contribution / active EE | $40,745 | $5,707+613.9% | $5,011+713.1% | $4,762+755.5% |
| Participant deferral / active EE | $25,450 | $5,955+327.4% | $5,202+389.2% | $5,983+325.4% |
| Admin fee / account holder | $76,495 | $17,078+347.9% | $13,986+446.9% | $11,250+580.0% |