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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 | $835,852 | $162,136+415.5% | $152,301+448.8% | $154,746+440.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 11.67% | 91.02%-79.3pp | 80.50%-68.8pp | 172.34%-160.7pp |
| Employer contribution / active EE | $13,125 | $4,890+168.4% | $4,624+183.8% | $4,379+199.7% |
| Participant deferral / active EE | $19,000 | $8,341+127.8% | $8,004+137.4% | $6,730+182.3% |
| Admin fee / account holder | $6,967 | $15,759-55.8% | $14,398-51.6% | $14,365-51.5% |