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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 | $536,787 | $183,539+192.5% | $155,556+245.1% | $145,897+267.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.04% | 61.31%-48.3pp | 64.84%-51.8pp | 552.29%-539.3pp |
| Employer contribution / active EE | $21,804 | $5,315+310.2% | $4,675+366.3% | $4,663+367.6% |
| Participant deferral / active EE | $22,460 | $6,467+247.3% | $5,631+298.9% | $6,689+235.8% |
| Admin fee / account holder | $3,146 | $19,275-83.7% | $15,885-80.2% | $13,390-76.5% |