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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 | $687,305 | $112,121+513.0% | $95,960+616.2% | $158,966+332.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 18.86% | 171.16%-152.3pp | 91.63%-72.8pp | 302.95%-284.1pp |
| Employer contribution / active EE | $16,204 | $3,199+406.5% | $2,541+537.6% | $4,762+240.3% |
| Participant deferral / active EE | $9,880 | $4,784+106.5% | $4,167+137.1% | $5,983+65.1% |
| Admin fee / account holder | $33,350 | $10,135+229.1% | $6,797+390.7% | $11,250+196.4% |