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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 | $766,898 | $115,814+562.2% | $101,275+657.2% | $158,982+382.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.76% | 56.16%-41.4pp | 46.48%-31.7pp | 302.99%-288.2pp |
| Employer contribution / active EE | $34,395 | $4,176+723.7% | $3,660+839.7% | $4,763+622.2% |
| Participant deferral / active EE | $39,702 | $4,958+700.7% | $4,371+808.4% | $5,983+563.5% |
| Admin fee / account holder | $1,864 | $7,249-74.3% | $5,948-68.7% | $11,252-83.4% |