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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 | $453,175 | $183,592+146.8% | $155,567+191.3% | $145,959+210.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.84% | 61.24%-47.4pp | 64.74%-50.9pp | 561.95%-548.1pp |
| Employer contribution / active EE | $56,696 | $5,315+966.8% | $4,674+1113.0% | $4,661+1116.4% |
| Participant deferral / active EE | $21,074 | $6,464+226.0% | $5,628+274.5% | $6,689+215.1% |
| Admin fee / account holder | $62,665 | $19,318+224.4% | $15,916+293.7% | $13,398+367.7% |