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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 | $911,767 | $183,592+396.6% | $155,574+486.1% | $145,877+525.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.59% | 61.37%-49.8pp | 64.87%-53.3pp | 551.28%-539.7pp |
| Employer contribution / active EE | $30,851 | $5,317+480.3% | $4,676+559.8% | $4,663+561.6% |
| Participant deferral / active EE | $19,902 | $6,466+207.8% | $5,629+253.5% | $6,691+197.5% |
| Admin fee / account holder | $33,134 | $19,316+71.5% | $15,914+108.2% | $13,402+147.2% |