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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 | $849,793 | $183,516+363.1% | $155,534+446.4% | $145,884+482.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.28% | 61.43%-46.1pp | 64.92%-49.6pp | 551.85%-536.6pp |
| Employer contribution / active EE | $34,341 | $5,315+546.2% | $4,675+634.6% | $4,662+636.6% |
| Participant deferral / active EE | $22,917 | $6,467+254.4% | $5,630+307.0% | $6,690+242.6% |
| Admin fee / account holder | $1,676 | $19,293-91.3% | $15,900-89.5% | $13,392-87.5% |