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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 | $753,931 | $183,516+310.8% | $155,534+384.7% | $145,884+416.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 27.34% | 61.43%-34.1pp | 64.92%-37.6pp | 551.85%-524.5pp |
| Employer contribution / active EE | $26,263 | $5,315+394.2% | $4,675+461.8% | $4,662+463.3% |
| Participant deferral / active EE | $27,005 | $6,467+317.6% | $5,630+379.6% | $6,690+303.7% |
| Admin fee / account holder | $339 | $19,293-98.2% | $15,900-97.9% | $13,392-97.5% |