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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 | $873,344 | $201,370+333.7% | $184,256+374.0% | $145,897+498.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 92.18% | 29.05%+63.1pp | 28.85%+63.3pp | 552.29%-460.1pp |
| Employer contribution / active EE | $35,784 | $7,024+409.5% | $6,427+456.8% | $4,663+667.5% |
| Participant deferral / active EE | $22,927 | $9,808+133.8% | $9,133+151.0% | $6,689+242.7% |
| Admin fee / account holder | $103,673 | $16,364+533.5% | $13,899+645.9% | $13,390+674.2% |