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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 | $940,473 | $184,000+411.1% | $162,185+479.9% | $152,909+515.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 20.16% | 150.80%-130.6pp | 115.61%-95.5pp | 345.46%-325.3pp |
| Employer contribution / active EE | $21,056 | $6,370+230.5% | $5,613+275.1% | $4,764+342.0% |
| Participant deferral / active EE | $8,985 | $8,033+11.9% | $7,297+23.1% | $5,851+53.6% |
| Admin fee / account holder | $23,229 | $13,124+77.0% | $10,844+114.2% | $11,601+100.2% |