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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 | $675,532 | $209,428+222.6% | $178,498+278.5% | $158,950+325.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.76% | 188.78%-172.0pp | 151.09%-134.3pp | 302.91%-286.1pp |
| Employer contribution / active EE | $28,328 | $5,707+396.4% | $5,011+465.3% | $4,762+494.9% |
| Participant deferral / active EE | $13,562 | $5,955+127.7% | $5,202+160.7% | $5,983+126.7% |
| Admin fee / account holder | $4,275 | $17,077-75.0% | $13,985-69.4% | $11,248-62.0% |