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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 | $781,532 | $183,539+325.8% | $155,556+402.4% | $145,897+435.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.35% | 61.31%-45.0pp | 64.84%-48.5pp | 552.29%-535.9pp |
| Employer contribution / active EE | $30,733 | $5,315+478.2% | $4,675+557.3% | $4,663+559.1% |
| Participant deferral / active EE | $18,872 | $6,467+191.8% | $5,631+235.2% | $6,689+182.1% |
| Admin fee / account holder | $5,318 | $19,275-72.4% | $15,885-66.5% | $13,390-60.3% |