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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 | $900,660 | $183,516+390.8% | $155,534+479.1% | $145,884+517.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.69% | 61.43%-38.7pp | 64.92%-42.2pp | 551.85%-529.2pp |
| Employer contribution / active EE | $33,749 | $5,315+535.0% | $4,675+621.9% | $4,662+623.9% |
| Participant deferral / active EE | $15,282 | $6,467+136.3% | $5,630+171.4% | $6,690+128.4% |
| Admin fee / account holder | $25,059 | $19,293+29.9% | $15,900+57.6% | $13,392+87.1% |