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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 | $932,482 | $217,432+328.9% | $185,849+401.7% | $167,536+456.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.01% | 148.42%-135.4pp | 122.10%-109.1pp | 478.82%-465.8pp |
| Employer contribution / active EE | $30,060 | $5,875+411.7% | $5,169+481.6% | $4,839+521.2% |
| Participant deferral / active EE | $15,387 | $6,357+142.0% | $5,569+176.3% | $6,342+142.6% |
| Admin fee / account holder | $4,435 | $19,818-77.6% | $16,244-72.7% | $12,315-64.0% |