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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 | $545,033 | $185,883+193.2% | $170,043+220.5% | $139,466+290.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.56% | 60.54%-39.0pp | 53.40%-31.8pp | 373.66%-352.1pp |
| Employer contribution / active EE | $36,000 | $7,596+373.9% | $6,790+430.2% | $4,754+657.3% |
| Participant deferral / active EE | $30,000 | $11,626+158.1% | $10,410+188.2% | $6,712+347.0% |
| Admin fee / account holder | $1,792 | $15,393-88.4% | $12,824-86.0% | $11,409-84.3% |