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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 | $448,381 | $197,637+126.9% | $177,848+152.1% | $158,982+182.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 9.28% | 58.77%-49.5pp | 48.33%-39.0pp | 302.99%-293.7pp |
| Employer contribution / active EE | $27,496 | $6,698+310.5% | $5,919+364.6% | $4,763+477.3% |
| Participant deferral / active EE | $19,000 | $8,405+126.1% | $7,714+146.3% | $5,983+217.5% |
| Admin fee / account holder | $316,708 | $15,406+1955.7% | $12,431+2447.7% | $11,252+2714.8% |