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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 | $747,886 | $183,539+307.5% | $155,556+380.8% | $145,897+412.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 49.64% | 61.31%-11.7pp | 64.84%-15.2pp | 552.29%-502.7pp |
| Employer contribution / active EE | $15,259 | $5,315+187.1% | $4,675+226.4% | $4,663+227.3% |
| Participant deferral / active EE | $10,197 | $6,467+57.7% | $5,631+81.1% | $6,689+52.4% |
| Admin fee / account holder | $135,105 | $19,275+600.9% | $15,885+750.5% | $13,390+909.0% |