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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 | $752,540 | $183,539+310.0% | $155,556+383.8% | $145,897+415.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.13% | 61.31%-46.2pp | 64.84%-49.7pp | 552.29%-537.2pp |
| Employer contribution / active EE | $36,527 | $5,315+587.2% | $4,675+681.2% | $4,663+683.4% |
| Participant deferral / active EE | $21,624 | $6,467+234.4% | $5,631+284.0% | $6,689+223.3% |
| Admin fee / account holder | $31,082 | $19,275+61.3% | $15,885+95.7% | $13,390+132.1% |