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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 | $676,079 | $183,592+268.3% | $155,574+334.6% | $145,877+363.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 32.09% | 61.37%-29.3pp | 64.87%-32.8pp | 551.28%-519.2pp |
| Employer contribution / active EE | $36,655 | $5,317+589.4% | $4,676+683.9% | $4,663+686.1% |
| Participant deferral / active EE | $19,643 | $6,466+203.8% | $5,629+248.9% | $6,691+193.6% |
| Admin fee / account holder | $415,503 | $19,316+2051.1% | $15,914+2510.9% | $13,402+3000.3% |