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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 | $540,989 | $174,379+210.2% | $152,093+255.7% | $138,895+289.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 96.66% | 74.86%+21.8pp | 66.36%+30.3pp | 145.39%-48.7pp |
| Employer contribution / active EE | $49,163 | $4,652+956.9% | $4,175+1077.6% | $4,194+1072.2% |
| Participant deferral / active EE | $27,730 | $6,159+350.2% | $5,451+408.7% | $6,396+333.5% |
| Admin fee / account holder | $62,899 | $16,880+272.6% | $14,497+333.9% | $12,562+400.7% |