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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 | $459,456 | $154,193+198.0% | $130,045+253.3% | $139,466+229.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 21.77% | 32.51%-10.7pp | -137.30%+159.1pp | 373.66%-351.9pp |
| Employer contribution / active EE | $40,373 | $5,292+662.9% | $4,321+834.3% | $4,754+749.3% |
| Participant deferral / active EE | $13,247 | $6,709+97.5% | $5,820+127.6% | $6,712+97.4% |
| Admin fee / account holder | $1,575 | $13,989-88.7% | $10,600-85.1% | $11,409-86.2% |