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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 | $567,639 | $217,432+161.1% | $185,849+205.4% | $167,536+238.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 18.24% | 148.42%-130.2pp | 122.10%-103.9pp | 478.82%-460.6pp |
| Employer contribution / active EE | $40,469 | $5,875+588.9% | $5,169+683.0% | $4,839+736.3% |
| Participant deferral / active EE | $27,821 | $6,357+337.6% | $5,569+399.6% | $6,342+338.7% |
| Admin fee / account holder | $172,584 | $19,818+770.8% | $16,244+962.5% | $12,315+1301.5% |