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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 | $628,142 | $183,516+242.3% | $155,534+303.9% | $145,884+330.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.28% | 61.43%-49.1pp | 64.92%-52.6pp | 551.85%-539.6pp |
| Employer contribution / active EE | $16,499 | $5,315+210.4% | $4,675+252.9% | $4,662+253.9% |
| Participant deferral / active EE | $30,500 | $6,467+371.7% | $5,630+441.7% | $6,690+355.9% |
| Admin fee / account holder | $20,875 | $19,293+8.2% | $15,900+31.3% | $13,392+55.9% |