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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 | $741,490 | $175,231+323.2% | $149,696+395.3% | $139,466+431.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.42% | 166.77%-154.3pp | 134.46%-122.0pp | 373.66%-361.2pp |
| Employer contribution / active EE | $27,459 | $5,478+401.3% | $4,821+469.6% | $4,754+477.6% |
| Participant deferral / active EE | $32,898 | $6,521+404.5% | $5,682+479.0% | $6,712+390.1% |
| Admin fee / account holder | $260,521 | $16,155+1512.6% | $13,212+1871.9% | $11,409+2183.5% |