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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 | $183,516+295.5% | $155,534+366.7% | $145,884+397.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.39% | 61.43%-49.0pp | 64.92%-52.5pp | 551.85%-539.5pp |
| Employer contribution / active EE | $14,401 | $5,315+171.0% | $4,675+208.1% | $4,662+208.9% |
| Participant deferral / active EE | $24,938 | $6,467+285.6% | $5,630+342.9% | $6,690+272.8% |
| Admin fee / account holder | $2,928 | $19,293-84.8% | $15,900-81.6% | $13,392-78.1% |