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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 | $937,092 | $115,917+708.4% | $100,535+832.1% | $158,982+489.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 43.09% | 34.80%+8.3pp | 30.90%+12.2pp | 302.99%-259.9pp |
| Employer contribution / active EE | $33,131 | $4,105+707.1% | $3,419+869.1% | $4,763+595.6% |
| Participant deferral / active EE | $17,997 | $6,677+169.6% | $6,271+187.0% | $5,983+200.8% |
| Admin fee / account holder | $16,429 | $11,002+49.3% | $8,085+103.2% | $11,252+46.0% |