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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 | $745,712 | $150,346+396.0% | $120,524+518.7% | $145,877+411.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 9.44% | 154.40%-145.0pp | 107.36%-97.9pp | 551.28%-541.8pp |
| Employer contribution / active EE | $17,857 | $4,353+310.2% | $3,469+414.8% | $4,663+283.0% |
| Participant deferral / active EE | $30,500 | $6,172+394.1% | $4,994+510.8% | $6,691+355.9% |
| Admin fee / account holder | $7,740 | $12,215-36.6% | $9,440-18.0% | $13,402-42.3% |