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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 | $756,961 | $201,370+275.9% | $184,256+310.8% | $145,897+418.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.31% | 29.05%-14.7pp | 28.85%-14.5pp | 552.29%-538.0pp |
| Employer contribution / active EE | $26,400 | $7,024+275.9% | $6,427+310.8% | $4,663+466.2% |
| Participant deferral / active EE | $16,351 | $9,808+66.7% | $9,133+79.0% | $6,689+144.4% |
| Admin fee / account holder | $5,831 | $16,364-64.4% | $13,899-58.0% | $13,390-56.5% |