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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 | $314,362 | $183,592+71.2% | $155,574+102.1% | $145,877+115.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.03% | 61.37%-43.3pp | 64.87%-46.8pp | 551.28%-533.3pp |
| Employer contribution / active EE | $46,000 | $5,317+765.2% | $4,676+883.8% | $4,663+886.5% |
| Participant deferral / active EE | $25,500 | $6,466+294.4% | $5,629+353.0% | $6,691+281.1% |
| Admin fee / account holder | $41,101 | $19,316+112.8% | $15,914+158.3% | $13,402+206.7% |