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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 | $855,265 | $217,432+293.3% | $185,849+360.2% | $167,536+410.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.77% | 148.42%-130.6pp | 122.10%-104.3pp | 478.82%-461.0pp |
| Employer contribution / active EE | $36,324 | $5,875+518.3% | $5,169+602.8% | $4,839+650.6% |
| Participant deferral / active EE | $21,432 | $6,357+237.1% | $5,569+284.9% | $6,342+237.9% |
| Admin fee / account holder | $5,917 | $19,818-70.1% | $16,244-63.6% | $12,315-51.9% |