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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 | $423,442 | $183,516+130.7% | $155,534+172.2% | $145,884+190.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.16% | 61.43%-50.3pp | 64.92%-53.8pp | 551.85%-540.7pp |
| Employer contribution / active EE | $38,006 | $5,315+615.1% | $4,675+713.0% | $4,662+715.2% |
| Participant deferral / active EE | $21,018 | $6,467+225.0% | $5,630+273.3% | $6,690+214.2% |
| Admin fee / account holder | $274,232 | $19,293+1321.4% | $15,900+1624.8% | $13,392+1947.8% |