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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 | $814,473 | $217,427+274.6% | $185,837+338.3% | $167,518+386.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.30% | 148.39%-134.1pp | 122.08%-107.8pp | 478.71%-464.4pp |
| Employer contribution / active EE | $28,324 | $5,874+382.2% | $5,168+448.1% | $4,838+485.4% |
| Participant deferral / active EE | $12,654 | $6,357+99.1% | $5,568+127.2% | $6,342+99.5% |
| Admin fee / account holder | $18,570 | $19,816-6.3% | $16,241+14.3% | $12,312+50.8% |