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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 | $696,039 | $134,817+416.3% | $123,973+461.4% | $155,188+348.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 25.55% | 515.49%-489.9pp | 388.13%-362.6pp | 148.84%-123.3pp |
| Employer contribution / active EE | $11,375 | $4,425+157.1% | $4,126+175.7% | $4,248+167.8% |
| Participant deferral / active EE | $22,000 | $5,706+285.5% | $5,247+319.3% | $6,531+236.8% |
| Admin fee / account holder | $40,586 | $13,245+206.4% | $11,799+244.0% | $14,480+180.3% |