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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 | $817,592 | $166,242+391.8% | $165,071+395.3% | $145,884+460.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.32% | 100.44%-88.1pp | 70.17%-57.9pp | 551.85%-539.5pp |
| Employer contribution / active EE | $20,751 | $5,283+292.8% | $4,347+377.3% | $4,662+345.1% |
| Participant deferral / active EE | $22,500 | $6,964+223.1% | $6,035+272.8% | $6,690+236.3% |
| Admin fee / account holder | $7,123 | $16,658-57.2% | $12,695-43.9% | $13,392-46.8% |