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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 | $592,233 | $217,432+172.4% | $185,849+218.7% | $167,536+253.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.14% | 148.42%-131.3pp | 122.10%-105.0pp | 478.82%-461.7pp |
| Employer contribution / active EE | $27,520 | $5,875+368.5% | $5,169+432.5% | $4,839+468.7% |
| Participant deferral / active EE | $15,191 | $6,357+138.9% | $5,569+172.8% | $6,342+139.5% |
| Admin fee / account holder | $1,381 | $19,818-93.0% | $16,244-91.5% | $12,315-88.8% |