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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 | $181,062+79.8% | $158,223+105.7% | $155,188+109.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 11.51% | 57.39%-45.9pp | 52.09%-40.6pp | 148.84%-137.3pp |
| Employer contribution / active EE | $36,646 | $4,565+702.8% | $4,109+791.9% | $4,248+762.7% |
| Participant deferral / active EE | $14,321 | $6,134+133.5% | $5,467+162.0% | $6,531+119.3% |
| Admin fee / account holder | $54,008 | $18,825+186.9% | $16,047+236.6% | $14,480+273.0% |