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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 | $183,592+180.9% | $155,574+231.5% | $145,877+253.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.78% | 61.37%-39.6pp | 64.87%-43.1pp | 551.28%-529.5pp |
| Employer contribution / active EE | $27,694 | $5,317+420.9% | $4,676+492.3% | $4,663+493.9% |
| Participant deferral / active EE | $24,520 | $6,466+279.2% | $5,629+335.6% | $6,691+266.5% |
| Admin fee / account holder | $8,446 | $19,316-56.3% | $15,914-46.9% | $13,402-37.0% |