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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 | $953,906 | $175,259+444.3% | $149,723+537.1% | $139,487+583.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.50% | 166.82%-150.3pp | 134.50%-118.0pp | 373.84%-357.3pp |
| Employer contribution / active EE | $14,787 | $5,478+169.9% | $4,821+206.7% | $4,755+211.0% |
| Participant deferral / active EE | $14,956 | $6,522+129.3% | $5,682+163.2% | $6,713+122.8% |
| Admin fee / account holder | $950 | $16,158-94.1% | $13,215-92.8% | $11,407-91.7% |