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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 | $618,738 | $166,242+272.2% | $165,071+274.8% | $145,884+324.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 18.15% | 100.44%-82.3pp | 70.17%-52.0pp | 551.85%-533.7pp |
| Employer contribution / active EE | $27,501 | $5,283+420.6% | $4,347+532.6% | $4,662+489.9% |
| Participant deferral / active EE | $19,000 | $6,964+172.8% | $6,035+214.8% | $6,690+184.0% |
| Admin fee / account holder | $3,581 | $16,658-78.5% | $12,695-71.8% | $13,392-73.3% |