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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 | $578,626 | $121,701+375.4% | $104,639+453.0% | $158,982+264.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 9.46% | 465.72%-456.3pp | 340.67%-331.2pp | 302.99%-293.5pp |
| Employer contribution / active EE | $9,150 | $3,165+189.1% | $2,682+241.2% | $4,763+92.1% |
| Participant deferral / active EE | $7,128 | $4,176+70.7% | $3,738+90.7% | $5,983+19.1% |
| Admin fee / account holder | $7,375 | $7,778-5.2% | $6,465+14.1% | $11,252-34.5% |