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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 | $713,302 | $183,592+288.5% | $155,574+358.5% | $145,877+389.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.14% | 61.37%-46.2pp | 64.87%-49.7pp | 551.28%-536.1pp |
| Employer contribution / active EE | $43,671 | $5,317+721.4% | $4,676+834.0% | $4,663+836.6% |
| Participant deferral / active EE | $22,250 | $6,466+244.1% | $5,629+295.3% | $6,691+232.6% |
| Admin fee / account holder | $2,982 | $19,316-84.6% | $15,914-81.3% | $13,402-77.8% |