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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 | $840,768 | $96,419+772.0% | $80,648+942.5% | $139,487+502.8% |
| Participation rate | 80.0% | 73.6%+6.4pp | 67.0%+13.0pp | 80.3%-0.3pp |
| Annual return | 15.76% | 1352.86%-1337.1pp | 937.21%-921.4pp | 373.84%-358.1pp |
| Employer contribution / active EE | $6,250 | $3,261+91.6% | $2,724+129.5% | $4,755+31.4% |
| Participant deferral / active EE | $18,042 | $5,225+245.3% | $4,443+306.0% | $6,713+168.8% |
| Admin fee / account holder | $3,645 | $6,605-44.8% | $5,382-32.3% | $11,407-68.0% |