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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 | $108,897+563.7% | $100,378+620.1% | $145,877+395.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.56% | 58.17%-47.6pp | 49.41%-38.9pp | 551.28%-540.7pp |
| Employer contribution / active EE | $16,372 | $4,420+270.4% | $3,942+315.3% | $4,663+251.1% |
| Participant deferral / active EE | $14,600 | $8,455+72.7% | $8,087+80.5% | $6,691+118.2% |
| Admin fee / account holder | $200,038 | $9,690+1964.4% | $7,899+2432.4% | $13,402+1392.6% |