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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 | $926,869 | $217,432+326.3% | $185,849+398.7% | $167,536+453.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.79% | 148.42%-137.6pp | 122.10%-111.3pp | 478.82%-468.0pp |
| Employer contribution / active EE | $40,324 | $5,875+586.4% | $5,169+680.2% | $4,839+733.3% |
| Participant deferral / active EE | $22,651 | $6,357+256.3% | $5,569+306.7% | $6,342+257.1% |
| Admin fee / account holder | $11,447 | $19,818-42.2% | $16,244-29.5% | $12,315-7.0% |