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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 | $584,560 | $183,592+218.4% | $155,574+275.7% | $145,877+300.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 25.30% | 61.37%-36.1pp | 64.87%-39.6pp | 551.28%-526.0pp |
| Employer contribution / active EE | $34,136 | $5,317+542.1% | $4,676+630.1% | $4,663+632.1% |
| Participant deferral / active EE | $21,002 | $6,466+224.8% | $5,629+273.1% | $6,691+213.9% |
| Admin fee / account holder | $17,835 | $19,316-7.7% | $15,914+12.1% | $13,402+33.1% |