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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 | $715,614 | $183,539+289.9% | $155,556+360.0% | $145,897+390.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.05% | 61.31%-44.3pp | 64.84%-47.8pp | 552.29%-535.2pp |
| Employer contribution / active EE | $14,970 | $5,315+181.6% | $4,675+220.2% | $4,663+221.1% |
| Participant deferral / active EE | $12,175 | $6,467+88.3% | $5,631+116.2% | $6,689+82.0% |
| Admin fee / account holder | $41,910 | $19,275+117.4% | $15,885+163.8% | $13,390+213.0% |