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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 | $581,352 | $183,592+216.7% | $155,574+273.7% | $145,877+298.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.05% | 61.37%-45.3pp | 64.87%-48.8pp | 551.28%-535.2pp |
| Employer contribution / active EE | $17,151 | $5,317+222.6% | $4,676+266.8% | $4,663+267.8% |
| Participant deferral / active EE | $15,961 | $6,466+146.8% | $5,629+183.5% | $6,691+138.6% |
| Admin fee / account holder | $1,398 | $19,316-92.8% | $15,914-91.2% | $13,402-89.6% |