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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 | $125,184+360.3% | $105,607+445.7% | $145,884+295.0% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 32.28% | 225.00%-192.7pp | 116.11%-83.8pp | 551.85%-519.6pp |
| Employer contribution / active EE | $20,354 | $3,720+447.2% | $3,167+542.7% | $4,662+336.6% |
| Participant deferral / active EE | $16,887 | $5,714+195.5% | $5,011+237.0% | $6,690+152.4% |
| Admin fee / account holder | $2,302 | $17,133-86.6% | $10,958-79.0% | $13,392-82.8% |