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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 | $657,493 | $183,539+258.2% | $155,556+322.7% | $145,897+350.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 40.97% | 61.31%-20.3pp | 64.84%-23.9pp | 552.29%-511.3pp |
| Employer contribution / active EE | $13,239 | $5,315+149.1% | $4,675+183.2% | $4,663+183.9% |
| Participant deferral / active EE | $10,167 | $6,467+57.2% | $5,631+80.6% | $6,689+52.0% |
| Admin fee / account holder | $63,329 | $19,275+228.6% | $15,885+298.7% | $13,390+372.9% |