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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 | $317,060 | $185,905+70.5% | $170,057+86.4% | $139,487+127.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 75.10% | 60.56%+14.5pp | 53.42%+21.7pp | 373.84%-298.7pp |
| Employer contribution / active EE | $21,489 | $7,597+182.9% | $6,790+216.5% | $4,755+351.9% |
| Participant deferral / active EE | $22,763 | $11,627+95.8% | $10,411+118.6% | $6,713+239.1% |
| Admin fee / account holder | $270,723 | $15,397+1658.3% | $12,826+2010.7% | $11,407+2273.2% |