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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 | $471,892 | $198,457+137.8% | $170,435+176.9% | $147,586+219.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.65% | 257.30%-238.7pp | 205.94%-187.3pp | 578.59%-559.9pp |
| Employer contribution / active EE | $28,123 | $6,183+354.8% | $5,432+417.7% | $4,876+476.7% |
| Participant deferral / active EE | $12,623 | $5,629+124.2% | $4,939+155.6% | $5,439+132.1% |
| Admin fee / account holder | $396,292 | $16,852+2251.6% | $13,881+2755.0% | $10,886+3540.5% |