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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 | $610,257 | $183,592+232.4% | $155,574+292.3% | $145,877+318.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.64% | 61.37%-47.7pp | 64.87%-51.2pp | 551.28%-537.6pp |
| Employer contribution / active EE | $59,029 | $5,317+1010.3% | $4,676+1162.5% | $4,663+1165.9% |
| Participant deferral / active EE | $21,093 | $6,466+226.2% | $5,629+274.7% | $6,691+215.3% |
| Admin fee / account holder | $212,587 | $19,316+1000.6% | $15,914+1235.8% | $13,402+1486.2% |