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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 | $901,029 | $162,136+455.7% | $152,301+491.6% | $154,746+482.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 22.40% | 91.02%-68.6pp | 80.50%-58.1pp | 172.34%-149.9pp |
| Employer contribution / active EE | $46,500 | $4,890+850.9% | $4,624+905.5% | $4,379+961.9% |
| Participant deferral / active EE | $30,250 | $8,341+262.7% | $8,004+277.9% | $6,730+349.5% |
| Admin fee / account holder | $2,746 | $15,759-82.6% | $14,398-80.9% | $14,365-80.9% |