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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 | $166,131+397.8% | $164,975+401.3% | $145,877+467.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.77% | 100.37%-88.6pp | 70.12%-58.4pp | 551.28%-539.5pp |
| Employer contribution / active EE | $11,411 | $5,276+116.3% | $4,343+162.8% | $4,663+144.7% |
| Participant deferral / active EE | $13,483 | $6,962+93.7% | $6,033+123.5% | $6,691+101.5% |
| Admin fee / account holder | $269,008 | $16,648+1515.9% | $12,688+2020.1% | $13,402+1907.2% |