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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 | $607,319 | $209,425+190.0% | $178,499+240.2% | $158,966+282.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 37.32% | 188.80%-151.5pp | 151.10%-113.8pp | 302.95%-265.6pp |
| Employer contribution / active EE | $35,627 | $5,707+524.2% | $5,011+610.9% | $4,762+648.1% |
| Participant deferral / active EE | $6,478 | $5,955+8.8% | $5,202+24.5% | $5,983+8.3% |
| Admin fee / account holder | $47,507 | $17,078+178.2% | $13,986+239.7% | $11,250+322.3% |