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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 | $724,016 | $183,516+294.5% | $155,534+365.5% | $145,884+396.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.23% | 61.43%-48.2pp | 64.92%-51.7pp | 551.85%-538.6pp |
| Employer contribution / active EE | $32,918 | $5,315+519.4% | $4,675+604.2% | $4,662+606.1% |
| Participant deferral / active EE | $21,646 | $6,467+234.7% | $5,630+284.4% | $6,690+223.6% |
| Admin fee / account holder | $524,098 | $19,293+2616.5% | $15,900+3196.3% | $13,392+3813.6% |