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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 | $568,414 | $217,432+161.4% | $185,849+205.8% | $167,536+239.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.34% | 148.42%-136.1pp | 122.10%-109.8pp | 478.82%-466.5pp |
| Employer contribution / active EE | $13,725 | $5,875+133.6% | $5,169+165.6% | $4,839+183.6% |
| Participant deferral / active EE | $12,480 | $6,357+96.3% | $5,569+124.1% | $6,342+96.8% |
| Admin fee / account holder | $4,525 | $19,818-77.2% | $16,244-72.1% | $12,315-63.3% |