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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 | $535,766 | $183,627+191.8% | $155,602+244.3% | $145,978+267.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.89% | 61.32%-49.4pp | 64.81%-52.9pp | 550.52%-538.6pp |
| Employer contribution / active EE | $23,357 | $5,316+339.4% | $4,675+399.6% | $4,662+401.0% |
| Participant deferral / active EE | $14,420 | $6,466+123.0% | $5,629+156.2% | $6,690+115.6% |
| Admin fee / account holder | $5,568 | $19,327-71.2% | $15,923-65.0% | $13,400-58.4% |