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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 | $212,386+276.3% | $199,883+299.9% | $138,895+475.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 19.11% | 47.75%-28.6pp | 43.81%-24.7pp | 145.39%-126.3pp |
| Employer contribution / active EE | $39,000 | $6,625+488.7% | $6,261+522.9% | $4,194+829.8% |
| Participant deferral / active EE | $31,000 | $9,617+222.3% | $9,138+239.2% | $6,396+384.7% |
| Admin fee / account holder | $4,796 | $18,233-73.7% | $17,268-72.2% | $12,562-61.8% |