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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 | $751,429 | $185,312+305.5% | $161,489+365.3% | $154,746+385.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.85% | 103.84%-87.0pp | 89.72%-72.9pp | 172.34%-155.5pp |
| Employer contribution / active EE | $23,132 | $4,769+385.0% | $4,268+442.0% | $4,379+428.2% |
| Participant deferral / active EE | $17,220 | $6,350+171.2% | $5,630+205.9% | $6,730+155.9% |
| Admin fee / account holder | $2,291 | $18,654-87.7% | $16,006-85.7% | $14,365-84.1% |