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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 | $777,684 | $201,370+286.2% | $184,256+322.1% | $145,897+433.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.40% | 29.05%-17.6pp | 28.85%-17.4pp | 552.29%-540.9pp |
| Employer contribution / active EE | $36,610 | $7,024+421.2% | $6,427+469.6% | $4,663+685.2% |
| Participant deferral / active EE | $25,173 | $9,808+156.7% | $9,133+175.6% | $6,689+276.3% |
| Admin fee / account holder | $2,923 | $16,364-82.1% | $13,899-79.0% | $13,390-78.2% |