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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 | $856,899 | $183,539+366.9% | $155,556+450.9% | $145,897+487.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.45% | 61.31%-46.9pp | 64.84%-50.4pp | 552.29%-537.8pp |
| Employer contribution / active EE | $31,193 | $5,315+486.9% | $4,675+567.2% | $4,663+569.0% |
| Participant deferral / active EE | $19,951 | $6,467+208.5% | $5,631+254.3% | $6,689+198.3% |
| Admin fee / account holder | $1,549 | $19,275-92.0% | $15,885-90.3% | $13,390-88.4% |