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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 | $803,616 | $183,592+337.7% | $155,567+416.6% | $145,959+450.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.33% | 61.24%-47.9pp | 64.74%-51.4pp | 561.95%-548.6pp |
| Employer contribution / active EE | $22,922 | $5,315+331.3% | $4,674+390.4% | $4,661+391.8% |
| Participant deferral / active EE | $16,203 | $6,464+150.7% | $5,628+187.9% | $6,689+142.3% |
| Admin fee / account holder | $5,836 | $19,318-69.8% | $15,916-63.3% | $13,398-56.4% |