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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 | $688,626 | $183,539+275.2% | $155,556+342.7% | $145,897+372.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.32% | 61.31%-39.0pp | 64.84%-42.5pp | 552.29%-530.0pp |
| Employer contribution / active EE | $17,982 | $5,315+238.3% | $4,675+284.6% | $4,663+285.7% |
| Participant deferral / active EE | $10,867 | $6,467+68.0% | $5,631+93.0% | $6,689+62.4% |
| Admin fee / account holder | $19,348 | $19,275+0.4% | $15,885+21.8% | $13,390+44.5% |