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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 | $726,178 | $124,330+484.1% | $109,173+565.2% | $167,536+333.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 40.31% | 26.04%+14.3pp | 25.75%+14.6pp | 478.82%-438.5pp |
| Employer contribution / active EE | $23,005 | $4,209+446.5% | $3,723+517.9% | $4,839+375.4% |
| Participant deferral / active EE | $7,890 | $5,256+50.1% | $4,654+69.5% | $6,342+24.4% |
| Admin fee / account holder | $415 | $7,974-94.8% | $6,755-93.8% | $12,315-96.6% |