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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 | $966,733 | $183,592+426.6% | $155,567+521.4% | $145,959+562.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.33% | 61.24%-51.9pp | 64.74%-55.4pp | 561.95%-552.6pp |
| Employer contribution / active EE | $18,416 | $5,315+246.5% | $4,674+294.0% | $4,661+295.1% |
| Participant deferral / active EE | $2,385 | $6,464-63.1% | $5,628-57.6% | $6,689-64.3% |
| Admin fee / account holder | $341 | $19,318-98.2% | $15,916-97.9% | $13,398-97.5% |