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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 | $814,994 | $183,539+344.0% | $155,556+423.9% | $145,897+458.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 30.54% | 61.31%-30.8pp | 64.84%-34.3pp | 552.29%-521.8pp |
| Employer contribution / active EE | $43,459 | $5,315+717.6% | $4,675+829.5% | $4,663+832.1% |
| Participant deferral / active EE | $24,920 | $6,467+285.4% | $5,631+342.6% | $6,689+272.5% |
| Admin fee / account holder | $12,329 | $19,275-36.0% | $15,885-22.4% | $13,390-7.9% |