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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 | $905,687 | $183,516+393.5% | $155,534+482.3% | $145,884+520.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.69% | 61.43%-48.7pp | 64.92%-52.2pp | 551.85%-539.2pp |
| Employer contribution / active EE | $23,552 | $5,315+343.1% | $4,675+403.8% | $4,662+405.2% |
| Participant deferral / active EE | $14,096 | $6,467+118.0% | $5,630+150.4% | $6,690+110.7% |
| Admin fee / account holder | $269,688 | $19,293+1297.8% | $15,900+1596.2% | $13,392+1913.8% |