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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 | $770,622 | $232,540+231.4% | $185,117+316.3% | $147,586+422.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 15.92% | 43.03%-27.1pp | 40.50%-24.6pp | 578.59%-562.7pp |
| Employer contribution / active EE | $12,611 | $5,195+142.7% | $4,182+201.6% | $4,876+158.6% |
| Participant deferral / active EE | $6,485 | $5,834+11.2% | $5,045+28.5% | $5,439+19.2% |
| Admin fee / account holder | $151,902 | $10,275+1378.3% | $8,159+1761.7% | $10,886+1295.4% |