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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 | $787,519 | $217,432+262.2% | $185,849+323.7% | $167,536+370.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.20% | 148.42%-133.2pp | 122.10%-106.9pp | 478.82%-463.6pp |
| Employer contribution / active EE | $26,137 | $5,875+344.9% | $5,169+405.7% | $4,839+440.1% |
| Participant deferral / active EE | $17,020 | $6,357+167.7% | $5,569+205.6% | $6,342+168.4% |
| Admin fee / account holder | $1,439 | $19,818-92.7% | $16,244-91.1% | $12,315-88.3% |