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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 | $538,932 | $183,539+193.6% | $155,556+246.5% | $145,897+269.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.39% | 61.31%-47.9pp | 64.84%-51.4pp | 552.29%-538.9pp |
| Employer contribution / active EE | $41,989 | $5,315+690.0% | $4,675+798.1% | $4,663+800.6% |
| Participant deferral / active EE | $27,821 | $6,467+330.2% | $5,631+394.1% | $6,689+315.9% |
| Admin fee / account holder | $1,251 | $19,275-93.5% | $15,885-92.1% | $13,390-90.7% |