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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 | $994,696 | $175,259+467.6% | $149,723+564.4% | $139,487+613.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.60% | 166.82%-155.2pp | 134.50%-122.9pp | 373.84%-362.2pp |
| Employer contribution / active EE | $17,563 | $5,478+220.6% | $4,821+264.3% | $4,755+269.4% |
| Participant deferral / active EE | $16,246 | $6,522+149.1% | $5,682+185.9% | $6,713+142.0% |
| Admin fee / account holder | $5,361 | $16,158-66.8% | $13,215-59.4% | $11,407-53.0% |