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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 | $822,717 | $183,592+348.1% | $155,574+428.8% | $145,877+464.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.60% | 61.37%-50.8pp | 64.87%-54.3pp | 551.28%-540.7pp |
| Employer contribution / active EE | $38,239 | $5,317+619.2% | $4,676+717.8% | $4,663+720.0% |
| Participant deferral / active EE | $15,668 | $6,466+142.3% | $5,629+178.3% | $6,691+134.2% |
| Admin fee / account holder | $4,014 | $19,316-79.2% | $15,914-74.8% | $13,402-70.0% |