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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 | $837,955 | $183,592+356.4% | $155,574+438.6% | $145,877+474.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.82% | 61.37%-39.6pp | 64.87%-43.0pp | 551.28%-529.5pp |
| Employer contribution / active EE | $69,577 | $5,317+1208.6% | $4,676+1388.0% | $4,663+1392.1% |
| Participant deferral / active EE | $3,750 | $6,466-42.0% | $5,629-33.4% | $6,691-44.0% |
| Admin fee / account holder | $14,036 | $19,316-27.3% | $15,914-11.8% | $13,402+4.7% |