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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 | $183,592+193.5% | $155,574+246.4% | $145,877+269.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.39% | 61.37%-48.0pp | 64.87%-51.5pp | 551.28%-537.9pp |
| Employer contribution / active EE | $41,989 | $5,317+689.8% | $4,676+798.0% | $4,663+800.5% |
| Participant deferral / active EE | $27,821 | $6,466+330.3% | $5,629+394.2% | $6,691+315.8% |
| Admin fee / account holder | $1,251 | $19,316-93.5% | $15,914-92.1% | $13,402-90.7% |