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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 | $720,538 | $183,592+292.5% | $155,567+363.2% | $145,959+393.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.03% | 61.24%-49.2pp | 64.74%-52.7pp | 561.95%-549.9pp |
| Employer contribution / active EE | $24,851 | $5,315+367.6% | $4,674+431.7% | $4,661+433.2% |
| Participant deferral / active EE | $23,468 | $6,464+263.0% | $5,628+317.0% | $6,689+250.9% |
| Admin fee / account holder | $199,534 | $19,318+932.9% | $15,916+1153.6% | $13,398+1389.3% |