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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 | $416,953 | $183,592+127.1% | $155,574+168.0% | $145,877+185.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.28% | 61.37%-44.1pp | 64.87%-47.6pp | 551.28%-534.0pp |
| Employer contribution / active EE | $18,380 | $5,317+245.7% | $4,676+293.1% | $4,663+294.2% |
| Participant deferral / active EE | $4,600 | $6,466-28.9% | $5,629-18.3% | $6,691-31.2% |
| Admin fee / account holder | $4,579 | $19,316-76.3% | $15,914-71.2% | $13,402-65.8% |