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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 | $630,722 | $209,428+201.2% | $178,498+253.3% | $158,950+296.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.29% | 188.78%-179.5pp | 151.09%-141.8pp | 302.91%-293.6pp |
| Employer contribution / active EE | $31,723 | $5,707+455.8% | $5,011+533.1% | $4,762+566.2% |
| Participant deferral / active EE | $17,420 | $5,955+192.5% | $5,202+234.9% | $5,983+191.2% |
| Admin fee / account holder | $5,353 | $17,077-68.7% | $13,985-61.7% | $11,248-52.4% |