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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 | $406,370 | $183,592+121.3% | $155,574+161.2% | $145,877+178.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.80% | 61.37%-51.6pp | 64.87%-55.1pp | 551.28%-541.5pp |
| Employer contribution / active EE | $41,811 | $5,317+686.4% | $4,676+794.2% | $4,663+796.7% |
| Participant deferral / active EE | $24,582 | $6,466+280.2% | $5,629+336.7% | $6,691+267.4% |
| Admin fee / account holder | $122,197 | $19,316+532.6% | $15,914+667.8% | $13,402+811.8% |