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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 | $183,539+385.6% | $155,556+473.0% | $145,897+510.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.31% | 61.31%-42.0pp | 64.84%-45.5pp | 552.29%-533.0pp |
| Employer contribution / active EE | $38,200 | $5,315+618.7% | $4,675+717.0% | $4,663+719.3% |
| Participant deferral / active EE | $24,400 | $6,467+277.3% | $5,631+333.3% | $6,689+264.8% |
| Admin fee / account holder | $1,412 | $19,275-92.7% | $15,885-91.1% | $13,390-89.5% |