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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 | $183,539+246.2% | $155,556+308.4% | $145,897+335.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.62% | 61.31%-45.7pp | 64.84%-49.2pp | 552.29%-536.7pp |
| Employer contribution / active EE | $35,152 | $5,315+561.3% | $4,675+651.8% | $4,663+653.9% |
| Participant deferral / active EE | $22,594 | $6,467+249.4% | $5,631+301.3% | $6,689+237.8% |
| Admin fee / account holder | $4,255 | $19,275-77.9% | $15,885-73.2% | $13,390-68.2% |