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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 | $841,371 | $149,679+462.1% | $117,039+618.9% | $147,586+470.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 16.10% | 19.31%-3.2pp | 18.95%-2.8pp | 578.59%-562.5pp |
| Employer contribution / active EE | $25,051 | $4,937+407.4% | $3,785+561.9% | $4,876+413.7% |
| Participant deferral / active EE | $17,345 | $4,912+253.1% | $3,929+341.4% | $5,439+218.9% |
| Admin fee / account holder | $92,588 | $7,856+1078.5% | $5,974+1449.9% | $10,886+750.5% |