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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 | $981,002 | $183,516+434.6% | $155,534+530.7% | $145,884+572.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 26.46% | 61.43%-35.0pp | 64.92%-38.5pp | 551.85%-525.4pp |
| Employer contribution / active EE | $31,109 | $5,315+485.3% | $4,675+565.5% | $4,662+567.2% |
| Participant deferral / active EE | $23,583 | $6,467+264.7% | $5,630+318.9% | $6,690+252.5% |
| Admin fee / account holder | $3,310 | $19,293-82.8% | $15,900-79.2% | $13,392-75.3% |