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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 | $752,292 | $183,539+309.9% | $155,556+383.6% | $145,897+415.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.46% | 61.31%-47.8pp | 64.84%-51.4pp | 552.29%-538.8pp |
| Employer contribution / active EE | $41,552 | $5,315+681.8% | $4,675+788.7% | $4,663+791.2% |
| Participant deferral / active EE | $20,845 | $6,467+222.3% | $5,631+270.2% | $6,689+211.6% |
| Admin fee / account holder | $323,533 | $19,275+1578.5% | $15,885+1936.7% | $13,390+2316.2% |