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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 | $842,431 | $175,231+380.8% | $149,696+462.8% | $139,466+504.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.78% | 166.77%-154.0pp | 134.46%-121.7pp | 373.66%-360.9pp |
| Employer contribution / active EE | $22,297 | $5,478+307.0% | $4,821+362.5% | $4,754+369.0% |
| Participant deferral / active EE | $13,500 | $6,521+107.0% | $5,682+137.6% | $6,712+101.1% |
| Admin fee / account holder | $419,495 | $16,155+2496.7% | $13,212+3075.1% | $11,409+3577.0% |