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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 | $704,620 | $160,028+340.3% | $147,080+379.1% | $145,884+383.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.30% | 98.60%-87.3pp | 420.17%-408.9pp | 551.85%-540.6pp |
| Employer contribution / active EE | $46,259 | $5,286+775.2% | $4,933+837.7% | $4,662+892.2% |
| Participant deferral / active EE | $24,795 | $8,422+194.4% | $8,066+207.4% | $6,690+270.6% |
| Admin fee / account holder | $14,920 | $15,030-0.7% | $12,989+14.9% | $13,392+11.4% |