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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 | $708,174 | $198,457+256.8% | $170,435+315.5% | $147,586+379.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 25.11% | 257.30%-232.2pp | 205.94%-180.8pp | 578.59%-553.5pp |
| Employer contribution / active EE | $25,925 | $6,183+319.3% | $5,432+377.2% | $4,876+431.6% |
| Participant deferral / active EE | $24,000 | $5,629+326.3% | $4,939+385.9% | $5,439+341.3% |
| Admin fee / account holder | $7,732 | $16,852-54.1% | $13,881-44.3% | $10,886-29.0% |