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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 | $368,026 | $183,592+100.5% | $155,574+136.6% | $145,877+152.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 32.06% | 61.37%-29.3pp | 64.87%-32.8pp | 551.28%-519.2pp |
| Employer contribution / active EE | $15,105 | $5,317+184.1% | $4,676+223.0% | $4,663+223.9% |
| Participant deferral / active EE | $29,844 | $6,466+361.5% | $5,629+430.1% | $6,691+346.1% |
| Admin fee / account holder | $110,173 | $19,316+470.4% | $15,914+592.3% | $13,402+722.1% |