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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 | $688,626 | $183,592+275.1% | $155,567+342.7% | $145,959+371.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.32% | 61.24%-38.9pp | 64.74%-42.4pp | 561.95%-539.6pp |
| Employer contribution / active EE | $17,982 | $5,315+238.3% | $4,674+284.7% | $4,661+285.8% |
| Participant deferral / active EE | $10,867 | $6,464+68.1% | $5,628+93.1% | $6,689+62.5% |
| Admin fee / account holder | $19,348 | $19,318+0.2% | $15,916+21.6% | $13,398+44.4% |