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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 | $766,902 | $166,242+361.3% | $165,071+364.6% | $145,884+425.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 17.26% | 100.44%-83.2pp | 70.17%-52.9pp | 551.85%-534.6pp |
| Employer contribution / active EE | $16,471 | $5,283+211.8% | $4,347+278.9% | $4,662+253.3% |
| Participant deferral / active EE | $20,000 | $6,964+187.2% | $6,035+231.4% | $6,690+199.0% |
| Admin fee / account holder | $6,622 | $16,658-60.2% | $12,695-47.8% | $13,392-50.5% |