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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 | $932,184 | $183,592+407.7% | $155,567+499.2% | $145,959+538.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.10% | 61.24%-47.1pp | 64.74%-50.6pp | 561.95%-547.9pp |
| Employer contribution / active EE | $34,995 | $5,315+558.4% | $4,674+648.7% | $4,661+650.8% |
| Participant deferral / active EE | $15,837 | $6,464+145.0% | $5,628+181.4% | $6,689+136.8% |
| Admin fee / account holder | $13,721 | $19,318-29.0% | $15,916-13.8% | $13,398+2.4% |