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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 | $786,521 | $197,637+298.0% | $177,848+342.2% | $158,982+394.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 11.83% | 58.77%-46.9pp | 48.33%-36.5pp | 302.99%-291.2pp |
| Employer contribution / active EE | $49,097 | $6,698+633.0% | $5,919+729.5% | $4,763+930.8% |
| Participant deferral / active EE | $32,500 | $8,405+286.7% | $7,714+321.3% | $5,983+443.2% |
| Admin fee / account holder | $132,061 | $15,406+757.2% | $12,431+962.3% | $11,252+1073.7% |