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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 | $635,349 | $183,592+246.1% | $155,567+308.4% | $145,959+335.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.62% | 61.24%-45.6pp | 64.74%-49.1pp | 561.95%-546.3pp |
| Employer contribution / active EE | $35,152 | $5,315+561.4% | $4,674+652.1% | $4,661+654.2% |
| Participant deferral / active EE | $22,594 | $6,464+249.5% | $5,628+301.5% | $6,689+237.8% |
| Admin fee / account holder | $4,255 | $19,318-78.0% | $15,916-73.3% | $13,398-68.2% |