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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 | $416,231 | $180,028+131.2% | $138,135+201.3% | $158,982+161.8% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 15.39% | 21.68%-6.3pp | 20.51%-5.1pp | 302.99%-287.6pp |
| Employer contribution / active EE | $10,928 | $7,470+46.3% | $5,587+95.6% | $4,763+129.4% |
| Participant deferral / active EE | $0 | $7,717-100.0% | $6,431-100.0% | $5,983-100.0% |
| Admin fee / account holder | $53,388 | $17,912+198.1% | $11,856+350.3% | $11,252+374.5% |