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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 | $851,410 | $183,592+363.8% | $155,567+447.3% | $145,959+483.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.81% | 61.24%-43.4pp | 64.74%-46.9pp | 561.95%-544.1pp |
| Employer contribution / active EE | $37,050 | $5,315+597.1% | $4,674+692.7% | $4,661+694.9% |
| Participant deferral / active EE | $20,150 | $6,464+211.7% | $5,628+258.1% | $6,689+201.3% |
| Admin fee / account holder | $37,681 | $19,318+95.1% | $15,916+136.7% | $13,398+181.2% |