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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 | $855,727 | $183,539+366.2% | $155,556+450.1% | $145,897+486.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.56% | 61.31%-46.7pp | 64.84%-50.3pp | 552.29%-537.7pp |
| Employer contribution / active EE | $15,225 | $5,315+186.4% | $4,675+225.6% | $4,663+226.5% |
| Participant deferral / active EE | $18,450 | $6,467+185.3% | $5,631+227.7% | $6,689+175.8% |
| Admin fee / account holder | $4,715 | $19,275-75.5% | $15,885-70.3% | $13,390-64.8% |