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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 | $541,515 | $197,625+174.0% | $177,840+204.5% | $158,966+240.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 11.35% | 58.76%-47.4pp | 48.32%-37.0pp | 302.95%-291.6pp |
| Employer contribution / active EE | $42,375 | $6,698+532.6% | $5,919+616.0% | $4,762+789.8% |
| Participant deferral / active EE | $18,625 | $8,405+121.6% | $7,714+141.5% | $5,983+211.3% |
| Admin fee / account holder | $104,961 | $15,405+581.3% | $12,431+744.4% | $11,250+833.0% |