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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 | $671,746 | $183,516+266.0% | $155,534+331.9% | $145,884+360.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.99% | 61.43%-51.4pp | 64.92%-54.9pp | 551.85%-541.9pp |
| Employer contribution / active EE | $20,580 | $5,315+287.2% | $4,675+340.2% | $4,662+341.4% |
| Participant deferral / active EE | $19,411 | $6,467+200.2% | $5,630+244.8% | $6,690+190.2% |
| Admin fee / account holder | $2,756 | $19,293-85.7% | $15,900-82.7% | $13,392-79.4% |