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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 | $704,289 | $183,516+283.8% | $155,534+352.8% | $145,884+382.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.90% | 61.43%-44.5pp | 64.92%-48.0pp | 551.85%-534.9pp |
| Employer contribution / active EE | $32,319 | $5,315+508.1% | $4,675+591.3% | $4,662+593.2% |
| Participant deferral / active EE | $22,528 | $6,467+248.4% | $5,630+300.1% | $6,690+236.8% |
| Admin fee / account holder | $59,036 | $19,293+206.0% | $15,900+271.3% | $13,392+340.8% |