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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 | $529,518 | $183,592+188.4% | $155,574+240.4% | $145,877+263.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 39.52% | 61.37%-21.9pp | 64.87%-25.4pp | 551.28%-511.8pp |
| Employer contribution / active EE | $15,225 | $5,317+186.4% | $4,676+225.6% | $4,663+226.5% |
| Participant deferral / active EE | $15,180 | $6,466+134.8% | $5,629+169.7% | $6,691+126.9% |
| Admin fee / account holder | $2,092 | $19,316-89.2% | $15,914-86.9% | $13,402-84.4% |