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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 | $552,859 | $166,089+232.9% | $164,928+235.2% | $145,978+278.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.75% | 100.26%-90.5pp | 70.08%-60.3pp | 550.52%-540.8pp |
| Employer contribution / active EE | $49,337 | $5,276+835.1% | $4,343+1035.9% | $4,662+958.3% |
| Participant deferral / active EE | $21,083 | $6,961+202.9% | $6,034+249.4% | $6,690+215.2% |
| Admin fee / account holder | $2,476 | $16,641-85.1% | $12,684-80.5% | $13,400-81.5% |