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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 | $738,454 | $201,372+266.7% | $184,260+300.8% | $145,884+406.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.24% | 29.04%-13.8pp | 28.84%-13.6pp | 551.85%-536.6pp |
| Employer contribution / active EE | $39,629 | $7,024+464.2% | $6,427+516.5% | $4,662+750.0% |
| Participant deferral / active EE | $22,629 | $9,808+130.7% | $9,133+147.8% | $6,690+238.3% |
| Admin fee / account holder | $3,687 | $16,362-77.5% | $13,898-73.5% | $13,392-72.5% |