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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 | $599,658 | $183,592+226.6% | $155,567+285.5% | $145,959+310.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.64% | 61.24%-43.6pp | 64.74%-47.1pp | 561.95%-544.3pp |
| Employer contribution / active EE | $27,649 | $5,315+420.2% | $4,674+491.5% | $4,661+493.2% |
| Participant deferral / active EE | $20,914 | $6,464+223.5% | $5,628+271.6% | $6,689+212.7% |
| Admin fee / account holder | $59,916 | $19,318+210.2% | $15,916+276.4% | $13,398+347.2% |