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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 | $867,669 | $183,592+372.6% | $155,567+457.7% | $145,959+494.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.97% | 61.24%-43.3pp | 64.74%-46.8pp | 561.95%-544.0pp |
| Employer contribution / active EE | $46,000 | $5,315+765.5% | $4,674+884.1% | $4,661+887.0% |
| Participant deferral / active EE | $29,000 | $6,464+348.6% | $5,628+415.3% | $6,689+333.6% |
| Admin fee / account holder | $1,282 | $19,318-93.4% | $15,916-91.9% | $13,398-90.4% |