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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 | $480,201 | $110,278+335.4% | $95,740+401.6% | $139,466+244.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 24.53% | 27.19%-2.7pp | 28.41%-3.9pp | 373.66%-349.1pp |
| Employer contribution / active EE | $17,686 | $3,260+442.4% | $2,836+523.6% | $4,754+272.0% |
| Participant deferral / active EE | $14,714 | $4,674+214.8% | $4,244+246.7% | $6,712+119.2% |
| Admin fee / account holder | $79,455 | $6,613+1101.5% | $5,676+1299.7% | $11,409+596.4% |