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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 | $799,251 | $275,752+189.8% | $256,809+211.2% | $198,609+302.4% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 19.11% | 34.81%-15.7pp | 32.73%-13.6pp | 202.70%-183.6pp |
| Employer contribution / active EE | $39,000 | $7,721+405.1% | $7,263+437.0% | $5,055+671.5% |
| Participant deferral / active EE | $31,000 | $10,037+208.9% | $9,520+225.6% | $6,977+344.3% |
| Admin fee / account holder | $4,796 | $25,716-81.3% | $25,146-80.9% | $19,030-74.8% |