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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 | $674,144 | $198,457+239.7% | $170,435+295.5% | $147,586+356.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.46% | 257.30%-243.8pp | 205.94%-192.5pp | 578.59%-565.1pp |
| Employer contribution / active EE | $14,405 | $6,183+133.0% | $5,432+165.2% | $4,876+195.4% |
| Participant deferral / active EE | $22,500 | $5,629+299.7% | $4,939+355.5% | $5,439+313.7% |
| Admin fee / account holder | $486,933 | $16,852+2789.4% | $13,881+3408.0% | $10,886+4373.1% |