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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 | $663,587 | $183,592+261.4% | $155,574+326.5% | $145,877+354.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.92% | 61.37%-49.5pp | 64.87%-52.9pp | 551.28%-539.4pp |
| Employer contribution / active EE | $32,138 | $5,317+504.5% | $4,676+587.3% | $4,663+589.2% |
| Participant deferral / active EE | $20,555 | $6,466+217.9% | $5,629+265.1% | $6,691+207.2% |
| Admin fee / account holder | $7,931 | $19,316-58.9% | $15,914-50.2% | $13,402-40.8% |