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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 | $457,558 | $254,759+79.6% | $216,567+111.3% | $198,609+130.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 11.64% | 10.04%+1.6pp | 12.94%-1.3pp | 202.70%-191.1pp |
| Employer contribution / active EE | $16,307 | $6,096+167.5% | $5,216+212.6% | $5,055+222.6% |
| Participant deferral / active EE | $13,970 | $6,948+101.1% | $6,191+125.7% | $6,977+100.2% |
| Admin fee / account holder | $118,627 | $26,311+350.9% | $21,981+439.7% | $19,030+523.4% |