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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 | $183,592+351.5% | $155,574+432.8% | $145,877+468.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 110.77% | 61.37%+49.4pp | 64.87%+45.9pp | 551.28%-440.5pp |
| Employer contribution / active EE | $11,720 | $5,317+120.4% | $4,676+150.7% | $4,663+151.3% |
| Participant deferral / active EE | $15,000 | $6,466+132.0% | $5,629+166.5% | $6,691+124.2% |
| Admin fee / account holder | $620 | $19,316-96.8% | $15,914-96.1% | $13,402-95.4% |