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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 | $695,975 | $183,627+279.0% | $155,602+347.3% | $145,978+376.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.30% | 61.32%-47.0pp | 64.81%-50.5pp | 550.52%-536.2pp |
| Employer contribution / active EE | $46,000 | $5,316+765.3% | $4,675+883.9% | $4,662+886.7% |
| Participant deferral / active EE | $26,750 | $6,466+313.7% | $5,629+375.2% | $6,690+299.9% |
| Admin fee / account holder | $6,699 | $19,327-65.3% | $15,923-57.9% | $13,400-50.0% |