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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 | $723,830 | $183,592+294.3% | $155,574+365.3% | $145,877+396.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.59% | 61.37%-38.8pp | 64.87%-42.3pp | 551.28%-528.7pp |
| Employer contribution / active EE | $1,805 | $5,317-66.1% | $4,676-61.4% | $4,663-61.3% |
| Participant deferral / active EE | $15,114 | $6,466+133.7% | $5,629+168.5% | $6,691+125.9% |
| Admin fee / account holder | $24,044 | $19,316+24.5% | $15,914+51.1% | $13,402+79.4% |