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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 | $183,627+232.3% | $155,602+292.2% | $145,978+318.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.64% | 61.32%-47.7pp | 64.81%-51.2pp | 550.52%-536.9pp |
| Employer contribution / active EE | $59,029 | $5,316+1010.4% | $4,675+1162.6% | $4,662+1166.2% |
| Participant deferral / active EE | $21,093 | $6,466+226.2% | $5,629+274.7% | $6,690+215.3% |
| Admin fee / account holder | $212,587 | $19,327+999.9% | $15,923+1235.1% | $13,400+1486.4% |