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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 | $683,619 | $175,259+290.1% | $149,723+356.6% | $139,487+390.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 26.72% | 166.82%-140.1pp | 134.50%-107.8pp | 373.84%-347.1pp |
| Employer contribution / active EE | $45,387 | $5,478+728.5% | $4,821+841.4% | $4,755+854.6% |
| Participant deferral / active EE | $16,227 | $6,522+148.8% | $5,682+185.6% | $6,713+141.7% |
| Admin fee / account holder | $280,821 | $16,158+1637.9% | $13,215+2025.0% | $11,407+2361.8% |