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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 | $456,251 | $203,483+124.2% | $152,473+199.2% | $167,536+172.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 12.87% | 13.80%-0.9pp | 757.59%-744.7pp | 478.82%-465.9pp |
| Employer contribution / active EE | $26,450 | $5,219+406.8% | $4,326+511.5% | $4,839+446.6% |
| Participant deferral / active EE | $13,311 | $6,711+98.3% | $5,817+128.8% | $6,342+109.9% |
| Admin fee / account holder | $1,911 | $22,521-91.5% | $15,811-87.9% | $12,315-84.5% |