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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 | $722,779 | $108,942+563.5% | $100,415+619.8% | $145,897+395.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.56% | 58.27%-47.7pp | 49.47%-38.9pp | 552.29%-541.7pp |
| Employer contribution / active EE | $16,372 | $4,422+270.2% | $3,943+315.2% | $4,663+251.1% |
| Participant deferral / active EE | $14,600 | $8,461+72.6% | $8,091+80.4% | $6,689+118.3% |
| Admin fee / account holder | $200,038 | $9,702+1961.9% | $7,906+2430.2% | $13,390+1393.9% |