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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 | $518,846 | $183,539+182.7% | $155,556+233.5% | $145,897+255.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.51% | 61.31%-47.8pp | 64.84%-51.3pp | 552.29%-538.8pp |
| Employer contribution / active EE | $16,559 | $5,315+211.5% | $4,675+254.2% | $4,663+255.1% |
| Participant deferral / active EE | $21,360 | $6,467+230.3% | $5,631+279.4% | $6,689+219.3% |
| Admin fee / account holder | $20,688 | $19,275+7.3% | $15,885+30.2% | $13,390+54.5% |