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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 | $719,978 | $183,539+292.3% | $155,556+362.8% | $145,897+393.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 27.82% | 61.31%-33.5pp | 64.84%-37.0pp | 552.29%-524.5pp |
| Employer contribution / active EE | $15,168 | $5,315+185.4% | $4,675+224.4% | $4,663+225.3% |
| Participant deferral / active EE | $8,714 | $6,467+34.8% | $5,631+54.8% | $6,689+30.3% |
| Admin fee / account holder | $451 | $19,275-97.7% | $15,885-97.2% | $13,390-96.6% |