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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 | $414,413 | $183,592+125.7% | $155,574+166.4% | $145,877+184.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.74% | 61.37%-49.6pp | 64.87%-53.1pp | 551.28%-539.5pp |
| Employer contribution / active EE | $44,893 | $5,317+744.4% | $4,676+860.1% | $4,663+862.8% |
| Participant deferral / active EE | $27,286 | $6,466+322.0% | $5,629+384.7% | $6,691+307.8% |
| Admin fee / account holder | $321,966 | $19,316+1566.8% | $15,914+1923.1% | $13,402+2302.3% |