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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 | $685,143 | $185,905+268.5% | $170,057+302.9% | $139,487+391.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.24% | 60.56%-38.3pp | 53.42%-31.2pp | 373.84%-351.6pp |
| Employer contribution / active EE | $35,764 | $7,597+370.8% | $6,790+426.7% | $4,755+652.2% |
| Participant deferral / active EE | $23,768 | $11,627+104.4% | $10,411+128.3% | $6,713+254.1% |
| Admin fee / account holder | $2,570 | $15,397-83.3% | $12,826-80.0% | $11,407-77.5% |