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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 | $567,024 | $217,432+160.8% | $185,849+205.1% | $167,536+238.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.54% | 148.42%-138.9pp | 122.10%-112.6pp | 478.82%-469.3pp |
| Employer contribution / active EE | $18,765 | $5,875+219.4% | $5,169+263.1% | $4,839+287.8% |
| Participant deferral / active EE | $9,463 | $6,357+48.8% | $5,569+69.9% | $6,342+49.2% |
| Admin fee / account holder | $7,720 | $19,818-61.0% | $16,244-52.5% | $12,315-37.3% |