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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 | $855,743 | $289,211+195.9% | $260,467+228.5% | $198,609+330.9% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 15.47% | 112.90%-97.4pp | 100.60%-85.1pp | 202.70%-187.2pp |
| Employer contribution / active EE | $16,333 | $4,663+250.3% | $4,239+285.4% | $5,055+223.1% |
| Participant deferral / active EE | $3,667 | $6,812-46.2% | $6,319-42.0% | $6,977-47.4% |
| Admin fee / account holder | $34,515 | $16,236+112.6% | $15,461+123.2% | $19,030+81.4% |