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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 | $960,789 | $209,422+358.8% | $178,503+438.2% | $158,982+504.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.99% | 188.81%-179.8pp | 151.12%-142.1pp | 302.99%-294.0pp |
| Employer contribution / active EE | $32,633 | $5,707+471.8% | $5,011+551.2% | $4,763+585.2% |
| Participant deferral / active EE | $20,550 | $5,955+245.1% | $5,202+295.0% | $5,983+243.4% |
| Admin fee / account holder | $3,478 | $17,079-79.6% | $13,987-75.1% | $11,252-69.1% |