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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 | $878,944 | $217,432+304.2% | $185,851+372.9% | $167,553+424.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.65% | 148.43%-137.8pp | 122.11%-111.5pp | 478.89%-468.2pp |
| Employer contribution / active EE | $10,000 | $5,874+70.2% | $5,168+93.5% | $4,840+106.6% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $48,000 | $19,820+142.2% | $16,245+195.5% | $12,316+289.7% |