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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 | $708,149 | $183,539+285.8% | $155,556+355.2% | $145,897+385.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.07% | 61.31%-41.2pp | 64.84%-44.8pp | 552.29%-532.2pp |
| Employer contribution / active EE | $28,022 | $5,315+427.2% | $4,675+499.3% | $4,663+501.0% |
| Participant deferral / active EE | $24,875 | $6,467+284.6% | $5,631+341.8% | $6,689+271.9% |
| Admin fee / account holder | $132,024 | $19,275+585.0% | $15,885+731.1% | $13,390+886.0% |