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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 | $575,204 | $209,422+174.7% | $178,503+222.2% | $158,982+261.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.87% | 188.81%-171.9pp | 151.12%-134.3pp | 302.99%-286.1pp |
| Employer contribution / active EE | $32,813 | $5,707+475.0% | $5,011+554.8% | $4,763+588.9% |
| Participant deferral / active EE | $22,750 | $5,955+282.0% | $5,202+337.3% | $5,983+280.2% |
| Admin fee / account holder | $359,828 | $17,079+2006.8% | $13,987+2472.6% | $11,252+3098.0% |