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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 | $453,175 | $183,539+146.9% | $155,556+191.3% | $145,897+210.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.84% | 61.31%-47.5pp | 64.84%-51.0pp | 552.29%-538.4pp |
| Employer contribution / active EE | $56,696 | $5,315+966.7% | $4,675+1112.6% | $4,663+1116.0% |
| Participant deferral / active EE | $21,074 | $6,467+225.9% | $5,631+274.3% | $6,689+215.0% |
| Admin fee / account holder | $62,665 | $19,275+225.1% | $15,885+294.5% | $13,390+368.0% |