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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 | $866,292 | $183,539+372.0% | $155,556+456.9% | $145,897+493.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.08% | 61.31%-43.2pp | 64.84%-46.8pp | 552.29%-534.2pp |
| Employer contribution / active EE | $41,460 | $5,315+680.0% | $4,675+786.8% | $4,663+789.2% |
| Participant deferral / active EE | $19,306 | $6,467+198.5% | $5,631+242.9% | $6,689+188.6% |
| Admin fee / account holder | $7,454 | $19,275-61.3% | $15,885-53.1% | $13,390-44.3% |