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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 | $630,002 | $201,370+212.9% | $184,256+241.9% | $145,897+331.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 27.73% | 29.05%-1.3pp | 28.85%-1.1pp | 552.29%-524.6pp |
| Employer contribution / active EE | $26,600 | $7,024+278.7% | $6,427+313.9% | $4,663+470.5% |
| Participant deferral / active EE | $22,622 | $9,808+130.7% | $9,133+147.7% | $6,689+238.2% |
| Admin fee / account holder | $5,512 | $16,364-66.3% | $13,899-60.3% | $13,390-58.8% |