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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 | $892,950 | $175,231+409.6% | $149,696+496.5% | $139,466+540.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.65% | 166.77%-153.1pp | 134.46%-120.8pp | 373.66%-360.0pp |
| Employer contribution / active EE | $24,701 | $5,478+350.9% | $4,821+412.4% | $4,754+419.6% |
| Participant deferral / active EE | $15,647 | $6,521+139.9% | $5,682+175.4% | $6,712+133.1% |
| Admin fee / account holder | $3,946 | $16,155-75.6% | $13,212-70.1% | $11,409-65.4% |