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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 | $584,949 | $203,483+187.5% | $152,473+283.6% | $167,536+249.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 11.74% | 13.80%-2.1pp | 757.59%-745.8pp | 478.82%-467.1pp |
| Employer contribution / active EE | $10,776 | $5,219+106.5% | $4,326+149.1% | $4,839+122.7% |
| Participant deferral / active EE | $9,091 | $6,711+35.5% | $5,817+56.3% | $6,342+43.3% |
| Admin fee / account holder | $4,966 | $22,521-77.9% | $15,811-68.6% | $12,315-59.7% |