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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 | $733,280 | $209,422+250.1% | $178,503+310.8% | $158,982+361.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.91% | 188.81%-179.9pp | 151.12%-142.2pp | 302.99%-294.1pp |
| Employer contribution / active EE | $29,569 | $5,707+418.1% | $5,011+490.1% | $4,763+520.8% |
| Participant deferral / active EE | $20,222 | $5,955+239.6% | $5,202+288.7% | $5,983+238.0% |
| Admin fee / account holder | $70,163 | $17,079+310.8% | $13,987+401.6% | $11,252+523.6% |