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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 | $183,627+204.1% | $155,602+258.9% | $145,978+282.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 41.63% | 61.32%-19.7pp | 64.81%-23.2pp | 550.52%-508.9pp |
| Employer contribution / active EE | $41,588 | $5,316+682.3% | $4,675+789.5% | $4,662+792.1% |
| Participant deferral / active EE | $26,627 | $6,466+311.8% | $5,629+373.1% | $6,690+298.0% |
| Admin fee / account holder | $1,983 | $19,327-89.7% | $15,923-87.5% | $13,400-85.2% |