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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 | $521,557 | $192,829+170.5% | $142,516+266.0% | $139,466+274.0% |
| Participation rate | 100.0% | 81.4%+18.6pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 13.67% | 17.99%-4.3pp | 19.99%-6.3pp | 373.66%-360.0pp |
| Employer contribution / active EE | $55,947 | $5,808+863.2% | $4,849+1053.8% | $4,754+1076.9% |
| Participant deferral / active EE | $16,500 | $7,200+129.2% | $6,280+162.7% | $6,712+145.8% |
| Admin fee / account holder | $76,448 | $15,120+405.6% | $10,008+663.8% | $11,409+570.1% |