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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 | $478,983 | $217,432+120.3% | $185,849+157.7% | $167,536+185.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 22.00% | 148.42%-126.4pp | 122.10%-100.1pp | 478.82%-456.8pp |
| Employer contribution / active EE | $2,729 | $5,875-53.6% | $5,169-47.2% | $4,839-43.6% |
| Participant deferral / active EE | $13,439 | $6,357+111.4% | $5,569+141.3% | $6,342+111.9% |
| Admin fee / account holder | $28,305 | $19,818+42.8% | $16,244+74.3% | $12,315+129.8% |