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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 | $325,531 | $174,379+86.7% | $152,093+114.0% | $138,895+134.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 11.51% | 74.86%-63.3pp | 66.36%-54.8pp | 145.39%-133.9pp |
| Employer contribution / active EE | $36,646 | $4,652+687.8% | $4,175+777.8% | $4,194+773.7% |
| Participant deferral / active EE | $14,321 | $6,159+132.5% | $5,451+162.7% | $6,396+123.9% |
| Admin fee / account holder | $54,008 | $16,880+220.0% | $14,497+272.6% | $12,562+329.9% |