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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 | $861,179 | $183,539+369.2% | $155,556+453.6% | $145,897+490.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.36% | 61.31%-49.0pp | 64.84%-52.5pp | 552.29%-539.9pp |
| Employer contribution / active EE | $21,926 | $5,315+312.5% | $4,675+369.0% | $4,663+370.3% |
| Participant deferral / active EE | $33,786 | $6,467+422.4% | $5,631+500.0% | $6,689+405.1% |
| Admin fee / account holder | $280,433 | $19,275+1354.9% | $15,885+1665.4% | $13,390+1994.3% |