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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 | $484,517 | $183,539+164.0% | $155,556+211.5% | $145,897+232.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.55% | 61.31%-43.8pp | 64.84%-47.3pp | 552.29%-534.7pp |
| Employer contribution / active EE | $32,736 | $5,315+515.9% | $4,675+600.2% | $4,663+602.1% |
| Participant deferral / active EE | $20,510 | $6,467+217.2% | $5,631+264.2% | $6,689+206.6% |
| Admin fee / account holder | $36,837 | $19,275+91.1% | $15,885+131.9% | $13,390+175.1% |