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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 | $850,614 | $232,540+265.8% | $185,117+359.5% | $147,586+476.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 226.76% | 43.03%+183.7pp | 40.50%+186.3pp | 578.59%-351.8pp |
| Employer contribution / active EE | $13,010 | $5,195+150.4% | $4,182+211.1% | $4,876+166.8% |
| Participant deferral / active EE | $14,800 | $5,834+153.7% | $5,045+193.4% | $5,439+172.1% |
| Admin fee / account holder | $6,423 | $10,275-37.5% | $8,159-21.3% | $10,886-41.0% |