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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 | $633,946 | $185,312+242.1% | $161,489+292.6% | $154,746+309.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.95% | 103.84%-87.9pp | 89.72%-73.8pp | 172.34%-156.4pp |
| Employer contribution / active EE | $46,066 | $4,769+865.9% | $4,268+979.3% | $4,379+952.0% |
| Participant deferral / active EE | $26,357 | $6,350+315.1% | $5,630+368.2% | $6,730+291.6% |
| Admin fee / account holder | $27,385 | $18,654+46.8% | $16,006+71.1% | $14,365+90.6% |