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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 | $461,117 | $185,905+148.0% | $170,057+171.2% | $139,487+230.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.12% | 60.56%-40.4pp | 53.42%-33.3pp | 373.84%-353.7pp |
| Employer contribution / active EE | $22,211 | $7,597+192.4% | $6,790+227.1% | $4,755+367.1% |
| Participant deferral / active EE | $21,367 | $11,627+83.8% | $10,411+105.2% | $6,713+218.3% |
| Admin fee / account holder | $31,911 | $15,397+107.3% | $12,826+148.8% | $11,407+179.7% |