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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 | $529,051 | $217,432+143.3% | $185,851+184.7% | $167,553+215.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.62% | 148.43%-133.8pp | 122.11%-107.5pp | 478.89%-464.3pp |
| Employer contribution / active EE | $17,895 | $5,874+204.6% | $5,168+246.2% | $4,840+269.8% |
| Participant deferral / active EE | $10,582 | $6,357+66.5% | $5,569+90.0% | $6,343+66.8% |
| Admin fee / account holder | $1,271 | $19,820-93.6% | $16,245-92.2% | $12,316-89.7% |