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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 | $827,065 | $166,268+397.4% | $165,100+400.9% | $145,897+466.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.77% | 100.52%-88.8pp | 70.21%-58.4pp | 552.29%-540.5pp |
| Employer contribution / active EE | $11,411 | $5,284+116.0% | $4,348+162.4% | $4,663+144.7% |
| Participant deferral / active EE | $13,483 | $6,964+93.6% | $6,035+123.4% | $6,689+101.6% |
| Admin fee / account holder | $269,008 | $16,659+1514.8% | $12,696+2018.9% | $13,390+1909.0% |