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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 | $597,845 | $129,737+360.8% | $119,126+401.9% | $154,746+286.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 13.38% | 379.08%-365.7pp | 282.11%-268.7pp | 172.34%-159.0pp |
| Employer contribution / active EE | $16,667 | $4,375+281.0% | $4,034+313.2% | $4,379+280.6% |
| Participant deferral / active EE | $7,681 | $5,842+31.5% | $5,318+44.4% | $6,730+14.1% |
| Admin fee / account holder | $14,670 | $11,961+22.6% | $10,693+37.2% | $14,365+2.1% |