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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 | $789,367 | $183,627+329.9% | $155,602+407.3% | $145,978+440.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.41% | 61.32%-50.9pp | 64.81%-54.4pp | 550.52%-540.1pp |
| Employer contribution / active EE | $34,040 | $5,316+540.3% | $4,675+628.1% | $4,662+630.2% |
| Participant deferral / active EE | $22,408 | $6,466+246.6% | $5,629+298.1% | $6,690+235.0% |
| Admin fee / account holder | $59,828 | $19,327+209.6% | $15,923+275.7% | $13,400+346.5% |