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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 | $673,574 | $159,934+321.2% | $147,005+358.2% | $145,959+361.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.40% | 98.24%-80.8pp | 418.76%-401.4pp | 561.95%-544.6pp |
| Employer contribution / active EE | $17,247 | $5,287+226.2% | $4,934+249.5% | $4,661+270.0% |
| Participant deferral / active EE | $8,525 | $8,427+1.2% | $8,070+5.6% | $6,689+27.5% |
| Admin fee / account holder | $471,741 | $15,053+3033.8% | $13,006+3527.0% | $13,398+3421.0% |