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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 | $788,635 | $171,492+359.9% | $150,734+423.2% | $198,609+297.1% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 18.17% | 804.70%-786.5pp | 600.81%-582.6pp | 202.70%-184.5pp |
| Employer contribution / active EE | $9,332 | $5,470+70.6% | $4,918+89.7% | $5,055+84.6% |
| Participant deferral / active EE | $10,505 | $6,259+67.8% | $5,610+87.3% | $6,977+50.6% |
| Admin fee / account holder | $4,415 | $17,628-75.0% | $14,905-70.4% | $19,030-76.8% |