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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 | $628,023 | $183,592+242.1% | $155,567+303.7% | $145,959+330.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.22% | 61.24%-46.0pp | 64.74%-49.5pp | 561.95%-546.7pp |
| Employer contribution / active EE | $19,951 | $5,315+275.4% | $4,674+326.8% | $4,661+328.1% |
| Participant deferral / active EE | $12,697 | $6,464+96.4% | $5,628+125.6% | $6,689+89.8% |
| Admin fee / account holder | $4,827 | $19,318-75.0% | $15,916-69.7% | $13,398-64.0% |