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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 | $406,657 | $183,627+121.5% | $155,602+161.3% | $145,978+178.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.44% | 61.32%-51.9pp | 64.81%-55.4pp | 550.52%-541.1pp |
| Employer contribution / active EE | $25,500 | $5,316+379.7% | $4,675+445.4% | $4,662+447.0% |
| Participant deferral / active EE | $23,500 | $6,466+263.5% | $5,629+317.5% | $6,690+251.3% |
| Admin fee / account holder | $31,266 | $19,327+61.8% | $15,923+96.4% | $13,400+133.3% |