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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 | $832,907 | $160,040+420.4% | $147,096+466.2% | $145,877+471.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.88% | 98.49%-87.6pp | 419.75%-408.9pp | 551.28%-540.4pp |
| Employer contribution / active EE | $23,641 | $5,289+347.0% | $4,936+379.0% | $4,663+407.0% |
| Participant deferral / active EE | $26,920 | $8,429+219.4% | $8,071+233.5% | $6,691+302.4% |
| Admin fee / account holder | $601 | $15,050-96.0% | $13,005-95.4% | $13,402-95.5% |