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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 | $891,327 | $183,592+385.5% | $155,574+472.9% | $145,877+511.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.31% | 61.37%-42.1pp | 64.87%-45.6pp | 551.28%-532.0pp |
| Employer contribution / active EE | $38,200 | $5,317+618.5% | $4,676+717.0% | $4,663+719.2% |
| Participant deferral / active EE | $24,400 | $6,466+277.4% | $5,629+333.4% | $6,691+264.7% |
| Admin fee / account holder | $1,412 | $19,316-92.7% | $15,914-91.1% | $13,402-89.5% |