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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 | $183,516+309.9% | $155,534+383.7% | $145,884+415.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.46% | 61.43%-48.0pp | 64.92%-51.5pp | 551.85%-538.4pp |
| Employer contribution / active EE | $41,552 | $5,315+681.8% | $4,675+788.9% | $4,662+791.2% |
| Participant deferral / active EE | $20,845 | $6,467+222.3% | $5,630+270.2% | $6,690+211.6% |
| Admin fee / account holder | $323,533 | $19,293+1576.9% | $15,900+1934.8% | $13,392+2315.9% |