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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 | $664,892 | $183,539+262.3% | $155,556+327.4% | $145,897+355.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.59% | 61.31%-45.7pp | 64.84%-49.2pp | 552.29%-536.7pp |
| Employer contribution / active EE | $30,612 | $5,315+475.9% | $4,675+554.7% | $4,663+556.5% |
| Participant deferral / active EE | $18,399 | $6,467+184.5% | $5,631+226.8% | $6,689+175.1% |
| Admin fee / account holder | $60,215 | $19,275+212.4% | $15,885+279.1% | $13,390+349.7% |