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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 | $576,269 | $125,237+360.1% | $105,608+445.7% | $145,877+295.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 32.28% | 225.76%-193.5pp | 116.50%-84.2pp | 551.28%-519.0pp |
| Employer contribution / active EE | $20,354 | $3,720+447.1% | $3,167+542.7% | $4,663+336.5% |
| Participant deferral / active EE | $16,887 | $5,711+195.7% | $5,010+237.1% | $6,691+152.4% |
| Admin fee / account holder | $2,302 | $17,287-86.7% | $11,028-79.1% | $13,402-82.8% |