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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 | $524,795 | $125,184+319.2% | $105,607+396.9% | $145,884+259.7% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 9.12% | 225.00%-215.9pp | 116.11%-107.0pp | 551.85%-542.7pp |
| Employer contribution / active EE | $15,387 | $3,720+313.6% | $3,167+385.9% | $4,662+230.0% |
| Participant deferral / active EE | $5,593 | $5,714-2.1% | $5,011+11.6% | $6,690-16.4% |
| Admin fee / account holder | $21,029 | $17,133+22.7% | $10,958+91.9% | $13,392+57.0% |