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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 | $667,798 | $183,516+263.9% | $155,534+329.4% | $145,884+357.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.75% | 61.43%-45.7pp | 64.92%-49.2pp | 551.85%-536.1pp |
| Employer contribution / active EE | $30,305 | $5,315+470.2% | $4,675+548.3% | $4,662+550.0% |
| Participant deferral / active EE | $18,308 | $6,467+183.1% | $5,630+225.2% | $6,690+173.7% |
| Admin fee / account holder | $162,740 | $19,293+743.5% | $15,900+923.5% | $13,392+1115.2% |