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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 | $375,160 | $232,540+61.3% | $185,117+102.7% | $147,586+154.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 12.87% | 43.03%-30.2pp | 40.50%-27.6pp | 578.59%-565.7pp |
| Employer contribution / active EE | $16,832 | $5,195+224.0% | $4,182+302.5% | $4,876+245.2% |
| Participant deferral / active EE | $8,819 | $5,834+51.2% | $5,045+74.8% | $5,439+62.2% |
| Admin fee / account holder | $47,121 | $10,275+358.6% | $8,159+477.5% | $10,886+332.9% |