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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 | $370,635 | $166,131+123.1% | $164,975+124.7% | $145,877+154.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.36% | 100.37%-88.0pp | 70.12%-57.8pp | 551.28%-538.9pp |
| Employer contribution / active EE | $12,108 | $5,276+129.5% | $4,343+178.8% | $4,663+159.7% |
| Participant deferral / active EE | $29,426 | $6,962+322.7% | $6,033+387.7% | $6,691+339.8% |
| Admin fee / account holder | $408,624 | $16,648+2354.5% | $12,688+3120.5% | $13,402+2948.9% |