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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 | $183,516+100.5% | $155,534+136.6% | $145,884+152.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 32.06% | 61.43%-29.4pp | 64.92%-32.9pp | 551.85%-519.8pp |
| Employer contribution / active EE | $15,105 | $5,315+184.2% | $4,675+223.1% | $4,662+224.0% |
| Participant deferral / active EE | $29,844 | $6,467+361.5% | $5,630+430.1% | $6,690+346.1% |
| Admin fee / account holder | $110,173 | $19,293+471.0% | $15,900+592.9% | $13,392+722.7% |