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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 | $322,646 | $157,276+105.1% | $141,177+128.5% | $152,885+111.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.87% | 64.33%-42.5pp | 71.40%-49.5pp | 345.39%-323.5pp |
| Employer contribution / active EE | $14,445 | $5,262+174.5% | $4,736+205.0% | $4,763+203.3% |
| Participant deferral / active EE | $12,663 | $7,110+78.1% | $6,710+88.7% | $5,851+116.4% |
| Admin fee / account holder | $143,066 | $12,123+1080.1% | $10,263+1294.0% | $11,598+1133.5% |