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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 | $925,667 | $183,627+404.1% | $155,602+494.9% | $145,978+534.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.77% | 61.32%-50.5pp | 64.81%-54.0pp | 550.52%-539.7pp |
| Employer contribution / active EE | $23,943 | $5,316+350.4% | $4,675+412.1% | $4,662+413.6% |
| Participant deferral / active EE | $26,500 | $6,466+309.9% | $5,629+370.8% | $6,690+296.1% |
| Admin fee / account holder | $26,596 | $19,327+37.6% | $15,923+67.0% | $13,400+98.5% |