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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 | $619,177 | $185,883+233.1% | $170,043+264.1% | $139,466+344.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 32.55% | 60.54%-28.0pp | 53.40%-20.9pp | 373.66%-341.1pp |
| Employer contribution / active EE | $28,550 | $7,596+275.8% | $6,790+320.5% | $4,754+500.6% |
| Participant deferral / active EE | $22,807 | $11,626+96.2% | $10,410+119.1% | $6,712+239.8% |
| Admin fee / account holder | $150,000 | $15,393+874.4% | $12,824+1069.7% | $11,409+1214.8% |