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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 | $857,169 | $183,627+366.8% | $155,602+450.9% | $145,978+487.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.55% | 61.32%-51.8pp | 64.81%-55.3pp | 550.52%-541.0pp |
| Employer contribution / active EE | $26,492 | $5,316+398.3% | $4,675+466.6% | $4,662+468.3% |
| Participant deferral / active EE | $14,750 | $6,466+128.1% | $5,629+162.0% | $6,690+120.5% |
| Admin fee / account holder | $269,004 | $19,327+1291.8% | $15,923+1589.4% | $13,400+1907.4% |