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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 | $420,369 | $165,361+154.2% | $149,715+180.8% | $158,950+164.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.90% | 348.24%-328.3pp | 276.66%-256.8pp | 302.91%-283.0pp |
| Employer contribution / active EE | $37,000 | $5,103+625.0% | $4,645+696.6% | $4,762+677.0% |
| Participant deferral / active EE | $23,833 | $7,182+231.9% | $6,842+248.3% | $5,983+298.4% |
| Admin fee / account holder | $137,117 | $10,808+1168.7% | $9,310+1372.8% | $11,248+1119.0% |