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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 | $467,810 | $192,829+142.6% | $142,516+228.3% | $139,487+235.4% |
| Participation rate | 100.0% | 81.4%+18.6pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 13.52% | 18.07%-4.5pp | 20.03%-6.5pp | 373.84%-360.3pp |
| Employer contribution / active EE | $22,871 | $5,808+293.8% | $4,849+371.7% | $4,755+381.0% |
| Participant deferral / active EE | $9,477 | $7,200+31.6% | $6,280+50.9% | $6,713+41.2% |
| Admin fee / account holder | $28,843 | $15,120+90.8% | $10,008+188.2% | $11,407+152.8% |