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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 | $725,873 | $183,592+295.4% | $155,567+366.6% | $145,959+397.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.39% | 61.24%-48.8pp | 64.74%-52.3pp | 561.95%-549.6pp |
| Employer contribution / active EE | $14,401 | $5,315+171.0% | $4,674+208.1% | $4,661+209.0% |
| Participant deferral / active EE | $24,938 | $6,464+285.8% | $5,628+343.1% | $6,689+272.8% |
| Admin fee / account holder | $2,928 | $19,318-84.8% | $15,916-81.6% | $13,398-78.1% |