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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 | $183,592+391.1% | $155,574+479.5% | $145,877+518.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.05% | 61.37%-50.3pp | 64.87%-53.8pp | 551.28%-540.2pp |
| Employer contribution / active EE | $39,446 | $5,317+641.9% | $4,676+743.6% | $4,663+745.9% |
| Participant deferral / active EE | $22,128 | $6,466+242.2% | $5,629+293.1% | $6,691+230.7% |
| Admin fee / account holder | $3,913 | $19,316-79.7% | $15,914-75.4% | $13,402-70.8% |