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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 | $497,328 | $137,414+261.9% | $189,520+162.4% | $85,856+479.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 14.78% | 38.14%-23.4pp | 555.25%-540.5pp | 318.58%-303.8pp |
| Employer contribution / active EE | $32,162 | $4,344+640.3% | $6,161+422.0% | $2,565+1153.8% |
| Participant deferral / active EE | $20,948 | $6,260+234.6% | $8,220+154.8% | $3,952+430.1% |
| Admin fee / account holder | $18,199 | $8,630+110.9% | $12,046+51.1% | $6,261+190.7% |