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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 | $183,592+263.7% | $155,574+329.2% | $145,877+357.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.75% | 61.37%-45.6pp | 64.87%-49.1pp | 551.28%-535.5pp |
| Employer contribution / active EE | $30,305 | $5,317+470.0% | $4,676+548.1% | $4,663+549.9% |
| Participant deferral / active EE | $18,308 | $6,466+183.1% | $5,629+225.2% | $6,691+173.6% |
| Admin fee / account holder | $162,740 | $19,316+742.5% | $15,914+922.6% | $13,402+1114.3% |