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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 | $523,048 | $168,635+210.2% | $147,617+254.3% | $125,389+317.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 8.99% | 77.65%-68.7pp | 61.98%-53.0pp | 282.24%-273.2pp |
| Employer contribution / active EE | $11,667 | $6,252+86.6% | $5,564+109.7% | $4,866+139.8% |
| Participant deferral / active EE | $8,000 | $5,507+45.3% | $4,895+63.4% | $5,352+49.5% |
| Admin fee / account holder | $175,038 | $13,580+1188.9% | $11,612+1407.4% | $9,541+1734.6% |