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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 | $847,777 | $107,363+689.6% | $92,909+812.5% | $152,897+454.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 27.07% | 145.63%-118.6pp | 109.44%-82.4pp | 345.43%-318.4pp |
| Employer contribution / active EE | $29,174 | $4,222+591.0% | $3,653+698.5% | $4,764+512.4% |
| Participant deferral / active EE | $20,667 | $4,848+326.3% | $4,238+387.7% | $5,851+253.2% |
| Admin fee / account holder | $6,940 | $7,082-2.0% | $5,795+19.8% | $11,599-40.2% |