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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 | $825,847 | $149,040+454.1% | $120,225+586.9% | $137,256+501.7% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 12.24% | 605.68%-593.4pp | 439.23%-427.0pp | 220.34%-208.1pp |
| Employer contribution / active EE | $28,441 | $4,350+553.8% | $3,475+718.3% | $4,156+584.3% |
| Participant deferral / active EE | $12,833 | $4,655+175.7% | $3,999+220.9% | $6,407+100.3% |
| Admin fee / account holder | $7,634 | $6,348+20.3% | $5,696+34.0% | $12,270-37.8% |