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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 | $558,471 | $183,539+204.3% | $155,556+259.0% | $145,897+282.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 41.63% | 61.31%-19.7pp | 64.84%-23.2pp | 552.29%-510.7pp |
| Employer contribution / active EE | $41,588 | $5,315+682.4% | $4,675+789.5% | $4,663+791.9% |
| Participant deferral / active EE | $26,627 | $6,467+311.7% | $5,631+372.9% | $6,689+298.1% |
| Admin fee / account holder | $1,983 | $19,275-89.7% | $15,885-87.5% | $13,390-85.2% |