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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 | $694,114 | $106,247+553.3% | $96,515+619.2% | $139,466+397.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 28.97% | 38.47%-9.5pp | 35.73%-6.8pp | 373.66%-344.7pp |
| Employer contribution / active EE | $19,817 | $4,106+382.7% | $3,740+429.9% | $4,754+316.9% |
| Participant deferral / active EE | $20,391 | $5,456+273.8% | $4,880+317.9% | $6,712+203.8% |
| Admin fee / account holder | $14,853 | $7,885+88.4% | $6,735+120.5% | $11,409+30.2% |