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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 | $828,975 | $183,539+351.7% | $155,556+432.9% | $145,897+468.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 110.77% | 61.31%+49.5pp | 64.84%+45.9pp | 552.29%-441.5pp |
| Employer contribution / active EE | $11,720 | $5,315+120.5% | $4,675+150.7% | $4,663+151.4% |
| Participant deferral / active EE | $15,000 | $6,467+131.9% | $5,631+166.4% | $6,689+124.2% |
| Admin fee / account holder | $620 | $19,275-96.8% | $15,885-96.1% | $13,390-95.4% |