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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 | $609,843 | $183,592+232.2% | $155,574+292.0% | $145,877+318.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.88% | 61.37%-42.5pp | 64.87%-46.0pp | 551.28%-532.4pp |
| Employer contribution / active EE | $11,665 | $5,317+119.4% | $4,676+149.5% | $4,663+150.2% |
| Participant deferral / active EE | $30,500 | $6,466+371.7% | $5,629+441.8% | $6,691+355.9% |
| Admin fee / account holder | $4,595 | $19,316-76.2% | $15,914-71.1% | $13,402-65.7% |