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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 | $511,750 | $85,171+500.8% | $172,753+196.2% | $72,976+601.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 46.77% | 27.32%+19.4pp | 803.00%-756.2pp | 81.02%-34.2pp |
| Employer contribution / active EE | $23,144 | $3,324+596.3% | $5,144+349.9% | $2,440+848.5% |
| Participant deferral / active EE | $16,120 | $3,260+394.5% | $5,198+210.1% | $3,608+346.8% |
| Admin fee / account holder | $8,408 | $5,880+43.0% | $13,956-39.8% | $5,124+64.1% |