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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 | $466,560 | $183,592+154.1% | $155,574+199.9% | $145,877+219.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.71% | 61.37%-42.7pp | 64.87%-46.2pp | 551.28%-532.6pp |
| Employer contribution / active EE | $30,197 | $5,317+468.0% | $4,676+545.8% | $4,663+547.6% |
| Participant deferral / active EE | $17,108 | $6,466+164.6% | $5,629+203.9% | $6,691+155.7% |
| Admin fee / account holder | $7,570 | $19,316-60.8% | $15,914-52.4% | $13,402-43.5% |