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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 | $619,177 | $185,856+233.1% | $170,028+264.2% | $139,456+344.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 32.55% | 60.52%-28.0pp | 53.39%-20.8pp | 373.45%-340.9pp |
| Employer contribution / active EE | $28,550 | $7,593+276.0% | $6,788+320.6% | $4,753+500.7% |
| Participant deferral / active EE | $22,807 | $11,623+96.2% | $10,409+119.1% | $6,711+239.8% |
| Admin fee / account holder | $150,000 | $15,387+874.8% | $12,820+1070.0% | $11,407+1215.0% |