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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 | $598,554 | $183,539+226.1% | $155,556+284.8% | $145,897+310.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.31% | 61.31%-48.0pp | 64.84%-51.5pp | 552.29%-539.0pp |
| Employer contribution / active EE | $32,801 | $5,315+517.1% | $4,675+601.6% | $4,663+603.5% |
| Participant deferral / active EE | $20,395 | $6,467+215.4% | $5,631+262.2% | $6,689+204.9% |
| Admin fee / account holder | $24,696 | $19,275+28.1% | $15,885+55.5% | $13,390+84.4% |