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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 | $440,170 | $138,114+218.7% | $125,391+251.0% | $134,545+227.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 8.42% | 750.88%-742.5pp | 572.41%-564.0pp | 418.37%-409.9pp |
| Employer contribution / active EE | $9,952 | $5,246+89.7% | $4,816+106.7% | $4,742+109.9% |
| Participant deferral / active EE | $6,626 | $7,801-15.1% | $7,448-11.0% | $6,401+3.5% |
| Admin fee / account holder | $18,949 | $11,570+63.8% | $10,009+89.3% | $11,431+65.8% |