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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 | $901,550 | $183,516+391.3% | $155,534+479.6% | $145,884+518.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.05% | 61.43%-50.4pp | 64.92%-53.9pp | 551.85%-540.8pp |
| Employer contribution / active EE | $39,446 | $5,315+642.2% | $4,675+743.8% | $4,662+746.1% |
| Participant deferral / active EE | $22,128 | $6,467+242.2% | $5,630+293.0% | $6,690+230.8% |
| Admin fee / account holder | $3,913 | $19,293-79.7% | $15,900-75.4% | $13,392-70.8% |