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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 | $352,888 | $202,440+74.3% | $169,390+108.3% | $139,466+153.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 12.38% | 532.36%-520.0pp | 406.07%-393.7pp | 373.66%-361.3pp |
| Employer contribution / active EE | $28,404 | $4,693+505.2% | $4,013+607.9% | $4,754+497.5% |
| Participant deferral / active EE | $30,000 | $6,940+332.3% | $6,222+382.1% | $6,712+347.0% |
| Admin fee / account holder | $13,309 | $10,722+24.1% | $9,015+47.6% | $11,409+16.7% |