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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 | $777,429 | $211,288+267.9% | $178,540+335.4% | $145,884+432.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.88% | 30.27%-16.4pp | 27.15%-13.3pp | 551.85%-538.0pp |
| Employer contribution / active EE | $7,500 | $4,574+64.0% | $3,953+89.7% | $4,662+60.9% |
| Participant deferral / active EE | $13,502 | $6,967+93.8% | $6,281+115.0% | $6,690+101.8% |
| Admin fee / account holder | $478 | $12,105-96.1% | $10,424-95.4% | $13,392-96.4% |