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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 | $671,980 | $144,124+366.3% | $117,857+470.2% | $147,585+355.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 9.58% | 531.17%-521.6pp | 335.09%-325.5pp | 578.56%-569.0pp |
| Employer contribution / active EE | $23,904 | $4,897+388.2% | $3,786+531.3% | $4,876+390.2% |
| Participant deferral / active EE | $24,000 | $5,316+351.5% | $4,482+435.5% | $5,439+341.3% |
| Admin fee / account holder | $12,509 | $10,886+14.9% | $8,020+56.0% | $10,885+14.9% |