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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 | $835,994 | $183,592+355.4% | $155,574+437.4% | $145,877+473.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.01% | 61.37%-47.4pp | 64.87%-50.9pp | 551.28%-537.3pp |
| Employer contribution / active EE | $30,673 | $5,317+476.9% | $4,676+556.0% | $4,663+557.8% |
| Participant deferral / active EE | $14,000 | $6,466+116.5% | $5,629+148.7% | $6,691+109.3% |
| Admin fee / account holder | $3,569 | $19,316-81.5% | $15,914-77.6% | $13,402-73.4% |