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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 | $780,420 | $135,645+475.3% | $110,243+607.9% | $135,380+476.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 9.59% | 513.24%-503.6pp | 314.76%-305.2pp | 519.81%-510.2pp |
| Employer contribution / active EE | $15,791 | $4,907+221.8% | $3,827+312.7% | $4,779+230.4% |
| Participant deferral / active EE | $3,000 | $5,507-45.5% | $4,672-35.8% | $5,609-46.5% |
| Admin fee / account holder | $39,138 | $11,458+241.6% | $8,548+357.9% | $10,828+261.5% |