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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 | $982,749 | $201,259+388.3% | $184,200+433.5% | $145,959+573.3% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 487.26% | 28.98%+458.3pp | 28.80%+458.5pp | 561.95%-74.7pp |
| Employer contribution / active EE | $23,198 | $7,018+230.6% | $6,424+261.1% | $4,661+397.7% |
| Participant deferral / active EE | $10,167 | $9,806+3.7% | $9,132+11.3% | $6,689+52.0% |
| Admin fee / account holder | $3,669 | $16,372-77.6% | $13,907-73.6% | $13,398-72.6% |