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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 | $965,695 | $183,516+426.2% | $155,534+520.9% | $145,884+562.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 28.75% | 61.43%-32.7pp | 64.92%-36.2pp | 551.85%-523.1pp |
| Employer contribution / active EE | $37,747 | $5,315+610.2% | $4,675+707.5% | $4,662+709.6% |
| Participant deferral / active EE | $24,252 | $6,467+275.0% | $5,630+330.7% | $6,690+262.5% |
| Admin fee / account holder | $74,373 | $19,293+285.5% | $15,900+367.8% | $13,392+455.4% |