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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 | $935,694 | $217,432+330.3% | $185,849+403.5% | $167,536+458.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 18.13% | 148.42%-130.3pp | 122.10%-104.0pp | 478.82%-460.7pp |
| Employer contribution / active EE | $14,662 | $5,875+149.6% | $5,169+183.7% | $4,839+203.0% |
| Participant deferral / active EE | $29,650 | $6,357+366.4% | $5,569+432.4% | $6,342+367.5% |
| Admin fee / account holder | $3,205 | $19,818-83.8% | $16,244-80.3% | $12,315-74.0% |