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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 | $772,964 | $202,345+282.0% | $172,755+347.4% | $152,885+405.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 13.07% | 1029.77%-1016.7pp | 802.94%-789.9pp | 345.39%-332.3pp |
| Employer contribution / active EE | $19,363 | $5,858+230.6% | $5,144+276.4% | $4,763+306.5% |
| Participant deferral / active EE | $5,000 | $5,948-15.9% | $5,198-3.8% | $5,851-14.5% |
| Admin fee / account holder | $6,139 | $17,111-64.1% | $13,955-56.0% | $11,598-47.1% |