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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 | $964,803 | $183,539+425.7% | $155,556+520.2% | $145,897+561.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 25.44% | 61.31%-35.9pp | 64.84%-39.4pp | 552.29%-526.9pp |
| Employer contribution / active EE | $12,415 | $5,315+133.6% | $4,675+165.5% | $4,663+166.3% |
| Participant deferral / active EE | $9,749 | $6,467+50.7% | $5,631+73.1% | $6,689+45.7% |
| Admin fee / account holder | $93,665 | $19,275+385.9% | $15,885+489.6% | $13,390+599.5% |