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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 | $455,389 | $232,540+95.8% | $185,117+146.0% | $147,586+208.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 13.52% | 43.03%-29.5pp | 40.50%-27.0pp | 578.59%-565.1pp |
| Employer contribution / active EE | $41,119 | $5,195+691.5% | $4,182+883.3% | $4,876+743.2% |
| Participant deferral / active EE | $24,000 | $5,834+311.4% | $5,045+375.7% | $5,439+341.3% |
| Admin fee / account holder | $1,009 | $10,275-90.2% | $8,159-87.6% | $10,886-90.7% |