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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 | $924,113 | $212,386+335.1% | $199,883+362.3% | $138,895+565.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 357.41% | 47.75%+309.7pp | 43.81%+313.6pp | 145.39%+212.0pp |
| Employer contribution / active EE | $14,127 | $6,625+113.3% | $6,261+125.6% | $4,194+236.8% |
| Participant deferral / active EE | $21,109 | $9,617+119.5% | $9,138+131.0% | $6,396+230.0% |
| Admin fee / account holder | $32,063 | $18,233+75.9% | $17,268+85.7% | $12,562+155.2% |