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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 | $183,516+261.6% | $155,534+326.6% | $145,884+354.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.92% | 61.43%-49.5pp | 64.92%-53.0pp | 551.85%-539.9pp |
| Employer contribution / active EE | $32,138 | $5,315+504.7% | $4,675+587.5% | $4,662+589.3% |
| Participant deferral / active EE | $20,555 | $6,467+217.9% | $5,630+265.1% | $6,690+207.3% |
| Admin fee / account holder | $7,931 | $19,293-58.9% | $15,900-50.1% | $13,392-40.8% |