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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 | $166,089+123.2% | $164,928+124.7% | $145,978+153.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.36% | 100.26%-87.9pp | 70.08%-57.7pp | 550.52%-538.2pp |
| Employer contribution / active EE | $12,108 | $5,276+129.5% | $4,343+178.8% | $4,662+159.7% |
| Participant deferral / active EE | $29,426 | $6,961+322.7% | $6,034+387.7% | $6,690+339.9% |
| Admin fee / account holder | $408,624 | $16,641+2355.6% | $12,684+3121.4% | $13,400+2949.4% |