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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 | $183,592+262.2% | $155,574+327.4% | $145,877+355.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.59% | 61.37%-45.8pp | 64.87%-49.3pp | 551.28%-535.7pp |
| Employer contribution / active EE | $30,612 | $5,317+475.8% | $4,676+554.7% | $4,663+556.5% |
| Participant deferral / active EE | $18,399 | $6,466+184.6% | $5,629+226.8% | $6,691+175.0% |
| Admin fee / account holder | $60,215 | $19,316+211.7% | $15,914+278.4% | $13,402+349.3% |