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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 | $590,091 | $202,463+191.5% | $169,397+248.3% | $139,487+323.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 13.00% | 532.64%-519.6pp | 406.23%-393.2pp | 373.84%-360.8pp |
| Employer contribution / active EE | $28,071 | $4,694+498.0% | $4,013+599.5% | $4,755+490.4% |
| Participant deferral / active EE | $4,281 | $6,941-38.3% | $6,223-31.2% | $6,713-36.2% |
| Admin fee / account holder | $1,579 | $10,726-85.3% | $9,017-82.5% | $11,407-86.2% |