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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 | $704,050 | $175,212+301.8% | $149,682+370.4% | $139,427+405.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.96% | 166.63%-150.7pp | 134.35%-118.4pp | 373.27%-357.3pp |
| Employer contribution / active EE | $28,607 | $5,475+422.5% | $4,818+493.7% | $4,752+502.1% |
| Participant deferral / active EE | $18,529 | $6,520+184.2% | $5,681+226.2% | $6,711+176.1% |
| Admin fee / account holder | $2,458 | $16,150-84.8% | $13,210-81.4% | $11,404-78.4% |