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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 | $526,916 | $125,237+320.7% | $105,608+398.9% | $145,877+261.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 9.86% | 225.76%-215.9pp | 116.50%-106.6pp | 551.28%-541.4pp |
| Employer contribution / active EE | $17,485 | $3,720+370.0% | $3,167+452.1% | $4,663+275.0% |
| Participant deferral / active EE | $19,703 | $5,711+245.0% | $5,010+293.3% | $6,691+194.5% |
| Admin fee / account holder | $7,107 | $17,287-58.9% | $11,028-35.6% | $13,402-47.0% |