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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 | $454,103 | $228,395+98.8% | $185,861+144.3% | $158,982+185.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 47.34% | 40.82%+6.5pp | 35.96%+11.4pp | 302.99%-255.7pp |
| Employer contribution / active EE | $17,856 | $4,968+259.4% | $4,088+336.8% | $4,763+274.9% |
| Participant deferral / active EE | $14,839 | $6,417+131.2% | $5,634+163.4% | $5,983+148.0% |
| Admin fee / account holder | $30,551 | $11,869+157.4% | $9,503+221.5% | $11,252+171.5% |