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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 | $777,172 | $90,614+757.7% | $76,089+921.4% | $145,877+432.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 15.57% | 623.80%-608.2pp | 360.94%-345.4pp | 551.28%-535.7pp |
| Employer contribution / active EE | $23,521 | $3,324+607.5% | $2,690+774.4% | $4,663+404.4% |
| Participant deferral / active EE | $30,500 | $5,168+490.2% | $4,259+616.1% | $6,691+355.9% |
| Admin fee / account holder | $514 | $8,376-93.9% | $6,418-92.0% | $13,402-96.2% |