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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 | $504,701 | $175,231+188.0% | $149,696+237.2% | $139,466+261.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.66% | 166.77%-151.1pp | 134.46%-118.8pp | 373.66%-358.0pp |
| Employer contribution / active EE | $19,226 | $5,478+251.0% | $4,821+298.8% | $4,754+304.4% |
| Participant deferral / active EE | $20,625 | $6,521+216.3% | $5,682+263.0% | $6,712+207.3% |
| Admin fee / account holder | $103,198 | $16,155+538.8% | $13,212+681.1% | $11,409+804.6% |