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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 | $520,029 | $176,794+194.1% | $146,647+254.6% | $167,553+210.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.27% | 24.04%-11.8pp | 22.75%-10.5pp | 478.89%-466.6pp |
| Employer contribution / active EE | $9,056 | $5,161+75.5% | $4,137+118.9% | $4,840+87.1% |
| Participant deferral / active EE | $16,408 | $6,440+154.8% | $5,506+198.0% | $6,343+158.7% |
| Admin fee / account holder | $42,226 | $13,262+218.4% | $10,281+310.7% | $12,316+242.8% |