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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 | $515,735 | $183,539+181.0% | $155,556+231.5% | $145,897+253.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.78% | 61.31%-39.5pp | 64.84%-43.1pp | 552.29%-530.5pp |
| Employer contribution / active EE | $27,694 | $5,315+421.0% | $4,675+492.3% | $4,663+494.0% |
| Participant deferral / active EE | $24,520 | $6,467+279.2% | $5,631+335.5% | $6,689+266.6% |
| Admin fee / account holder | $8,446 | $19,275-56.2% | $15,885-46.8% | $13,390-36.9% |