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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 | $477,317 | $202,463+135.8% | $169,397+181.8% | $139,487+242.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 13.46% | 532.64%-519.2pp | 406.23%-392.8pp | 373.84%-360.4pp |
| Employer contribution / active EE | $34,100 | $4,694+626.5% | $4,013+749.7% | $4,755+617.2% |
| Participant deferral / active EE | $27,500 | $6,941+296.2% | $6,223+341.9% | $6,713+309.7% |
| Admin fee / account holder | $5,384 | $10,726-49.8% | $9,017-40.3% | $11,407-52.8% |