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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 | $627,256 | $175,231+258.0% | $149,696+319.0% | $139,466+349.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.15% | 166.77%-151.6pp | 134.46%-119.3pp | 373.66%-358.5pp |
| Employer contribution / active EE | $42,604 | $5,478+677.7% | $4,821+783.8% | $4,754+796.2% |
| Participant deferral / active EE | $29,570 | $6,521+353.4% | $5,682+420.4% | $6,712+340.6% |
| Admin fee / account holder | $192,762 | $16,155+1093.2% | $13,212+1359.0% | $11,409+1589.6% |