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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 | $707,187 | $209,422+237.7% | $178,503+296.2% | $158,982+344.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.82% | 188.81%-169.0pp | 151.12%-131.3pp | 302.99%-283.2pp |
| Employer contribution / active EE | $49,754 | $5,707+771.8% | $5,011+892.9% | $4,763+944.6% |
| Participant deferral / active EE | $4,440 | $5,955-25.4% | $5,202-14.6% | $5,983-25.8% |
| Admin fee / account holder | $10,802 | $17,079-36.8% | $13,987-22.8% | $11,252-4.0% |