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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 | $428,409 | $183,539+133.4% | $155,556+175.4% | $145,897+193.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.61% | 61.31%-48.7pp | 64.84%-52.2pp | 552.29%-539.7pp |
| Employer contribution / active EE | $17,106 | $5,315+221.8% | $4,675+265.9% | $4,663+266.9% |
| Participant deferral / active EE | $20,493 | $6,467+216.9% | $5,631+264.0% | $6,689+206.4% |
| Admin fee / account holder | $991 | $19,275-94.9% | $15,885-93.8% | $13,390-92.6% |