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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 | $785,850 | $183,539+328.2% | $155,556+405.2% | $145,897+438.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.07% | 61.31%-45.2pp | 64.84%-48.8pp | 552.29%-536.2pp |
| Employer contribution / active EE | $47,043 | $5,315+785.1% | $4,675+906.2% | $4,663+908.9% |
| Participant deferral / active EE | $25,799 | $6,467+298.9% | $5,631+358.2% | $6,689+285.7% |
| Admin fee / account holder | $82,693 | $19,275+329.0% | $15,885+420.6% | $13,390+517.6% |