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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 | $713,642 | $142,426+401.1% | $115,167+519.7% | $152,909+366.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 22.40% | 41.48%-19.1pp | 35.60%-13.2pp | 345.46%-323.1pp |
| Employer contribution / active EE | $23,642 | $4,011+489.5% | $3,179+643.7% | $4,764+396.3% |
| Participant deferral / active EE | $20,474 | $5,165+296.4% | $4,169+391.2% | $5,851+249.9% |
| Admin fee / account holder | $7,967 | $8,464-5.9% | $7,089+12.4% | $11,601-31.3% |