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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 | $486,836 | $176,786+175.4% | $146,643+232.0% | $167,536+190.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.14% | 24.04%-9.9pp | 22.75%-8.6pp | 478.82%-464.7pp |
| Employer contribution / active EE | $25,175 | $5,161+387.8% | $4,137+508.6% | $4,839+420.3% |
| Participant deferral / active EE | $14,689 | $6,440+128.1% | $5,506+166.8% | $6,342+131.6% |
| Admin fee / account holder | $170,431 | $13,262+1185.2% | $10,280+1557.9% | $12,315+1284.0% |