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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 | $830,387 | $183,592+352.3% | $155,574+433.8% | $145,877+469.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.77% | 61.37%-42.6pp | 64.87%-46.1pp | 551.28%-532.5pp |
| Employer contribution / active EE | $12,066 | $5,317+126.9% | $4,676+158.0% | $4,663+158.8% |
| Participant deferral / active EE | $20,284 | $6,466+213.7% | $5,629+260.3% | $6,691+203.2% |
| Admin fee / account holder | $1,853 | $19,316-90.4% | $15,914-88.4% | $13,402-86.2% |