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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 | $615,505 | $175,257+251.2% | $149,717+311.1% | $139,456+341.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.34% | 166.70%-151.4pp | 134.41%-119.1pp | 373.45%-358.1pp |
| Employer contribution / active EE | $11,469 | $5,477+109.4% | $4,820+138.0% | $4,753+141.3% |
| Participant deferral / active EE | $7,934 | $6,521+21.7% | $5,682+39.6% | $6,711+18.2% |
| Admin fee / account holder | $3,129 | $16,156-80.6% | $13,213-76.3% | $11,407-72.6% |