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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 | $746,483 | $150,346+396.5% | $120,524+519.4% | $145,877+411.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 13.23% | 154.40%-141.2pp | 107.36%-94.1pp | 551.28%-538.1pp |
| Employer contribution / active EE | $18,954 | $4,353+335.4% | $3,469+446.4% | $4,663+306.5% |
| Participant deferral / active EE | $9,172 | $6,172+48.6% | $4,994+83.7% | $6,691+37.1% |
| Admin fee / account holder | $29,875 | $12,215+144.6% | $9,440+216.5% | $13,402+122.9% |