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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 | $472,704 | $201,370+134.7% | $184,256+156.5% | $145,897+224.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.33% | 29.05%-14.7pp | 28.85%-14.5pp | 552.29%-538.0pp |
| Employer contribution / active EE | $31,998 | $7,024+355.6% | $6,427+397.9% | $4,663+586.3% |
| Participant deferral / active EE | $22,249 | $9,808+126.8% | $9,133+143.6% | $6,689+232.6% |
| Admin fee / account holder | $4,204 | $16,364-74.3% | $13,899-69.8% | $13,390-68.6% |