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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 | $753,860 | $175,257+330.1% | $149,717+403.5% | $139,456+440.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.45% | 166.70%-152.2pp | 134.41%-120.0pp | 373.45%-359.0pp |
| Employer contribution / active EE | $12,480 | $5,477+127.9% | $4,820+158.9% | $4,753+162.6% |
| Participant deferral / active EE | $10,559 | $6,521+61.9% | $5,682+85.8% | $6,711+57.3% |
| Admin fee / account holder | $46,672 | $16,156+188.9% | $13,213+253.2% | $11,407+309.2% |