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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 | $823,946 | $112,131+634.8% | $95,964+758.6% | $158,982+418.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 21.28% | 171.19%-149.9pp | 91.64%-70.4pp | 302.99%-281.7pp |
| Employer contribution / active EE | $21,426 | $3,199+569.7% | $2,541+743.1% | $4,763+349.9% |
| Participant deferral / active EE | $5,830 | $4,784+21.9% | $4,167+39.9% | $5,983-2.6% |
| Admin fee / account holder | $6,154 | $10,136-39.3% | $6,797-9.5% | $11,252-45.3% |