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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 | $771,172 | $183,627+320.0% | $155,602+395.6% | $145,978+428.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.96% | 61.32%-43.4pp | 64.81%-46.8pp | 550.52%-532.6pp |
| Employer contribution / active EE | $36,527 | $5,316+587.1% | $4,675+681.3% | $4,662+683.5% |
| Participant deferral / active EE | $21,624 | $6,466+234.4% | $5,629+284.2% | $6,690+223.2% |
| Admin fee / account holder | $31,082 | $19,327+60.8% | $15,923+95.2% | $13,400+132.0% |