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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 | $183,516+363.9% | $155,534+447.4% | $145,884+483.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.81% | 61.43%-43.6pp | 64.92%-47.1pp | 551.85%-534.0pp |
| Employer contribution / active EE | $37,050 | $5,315+597.1% | $4,675+692.6% | $4,662+694.7% |
| Participant deferral / active EE | $20,150 | $6,467+211.6% | $5,630+257.9% | $6,690+201.2% |
| Admin fee / account holder | $37,681 | $19,293+95.3% | $15,900+137.0% | $13,392+181.4% |