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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 | $872,846 | $183,516+375.6% | $155,534+461.2% | $145,884+498.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.04% | 61.43%-39.4pp | 64.92%-42.9pp | 551.85%-529.8pp |
| Employer contribution / active EE | $7,889 | $5,315+48.4% | $4,675+68.8% | $4,662+69.2% |
| Participant deferral / active EE | $7,863 | $6,467+21.6% | $5,630+39.7% | $6,690+17.5% |
| Admin fee / account holder | $100,033 | $19,293+418.5% | $15,900+529.1% | $13,392+647.0% |