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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 | $800,063 | $217,427+268.0% | $185,837+330.5% | $167,518+377.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.87% | 148.39%-137.5pp | 122.08%-111.2pp | 478.71%-467.8pp |
| Employer contribution / active EE | $30,669 | $5,874+422.1% | $5,168+493.4% | $4,838+533.8% |
| Participant deferral / active EE | $14,300 | $6,357+124.9% | $5,568+156.8% | $6,342+125.5% |
| Admin fee / account holder | $118,781 | $19,816+499.4% | $16,241+631.3% | $12,312+864.7% |