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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 | $426,557 | $183,539+132.4% | $155,556+174.2% | $145,897+192.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.78% | 61.31%-52.5pp | 64.84%-56.1pp | 552.29%-543.5pp |
| Employer contribution / active EE | $17,010 | $5,315+220.0% | $4,675+263.8% | $4,663+264.8% |
| Participant deferral / active EE | $12,183 | $6,467+88.4% | $5,631+116.4% | $6,689+82.1% |
| Admin fee / account holder | $259,848 | $19,275+1248.1% | $15,885+1535.8% | $13,390+1840.6% |