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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 | $938,721 | $183,592+411.3% | $155,574+503.4% | $145,877+543.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.03% | 61.37%-51.3pp | 64.87%-54.8pp | 551.28%-541.3pp |
| Employer contribution / active EE | $16,743 | $5,317+214.9% | $4,676+258.1% | $4,663+259.1% |
| Participant deferral / active EE | $10,565 | $6,466+63.4% | $5,629+87.7% | $6,691+57.9% |
| Admin fee / account holder | $24,000 | $19,316+24.3% | $15,914+50.8% | $13,402+79.1% |