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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 | $183,592+320.0% | $155,574+395.7% | $145,877+428.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.96% | 61.37%-43.4pp | 64.87%-46.9pp | 551.28%-533.3pp |
| Employer contribution / active EE | $36,527 | $5,317+587.0% | $4,676+681.2% | $4,663+683.3% |
| Participant deferral / active EE | $21,624 | $6,466+234.4% | $5,629+284.1% | $6,691+223.2% |
| Admin fee / account holder | $31,082 | $19,316+60.9% | $15,914+95.3% | $13,402+131.9% |