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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 | $669,098 | $175,259+281.8% | $149,723+346.9% | $139,487+379.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.81% | 166.82%-148.0pp | 134.50%-115.7pp | 373.84%-355.0pp |
| Employer contribution / active EE | $35,634 | $5,478+550.5% | $4,821+639.1% | $4,755+649.5% |
| Participant deferral / active EE | $21,691 | $6,522+232.6% | $5,682+281.7% | $6,713+223.1% |
| Admin fee / account holder | $505 | $16,158-96.9% | $13,215-96.2% | $11,407-95.6% |