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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 | $369,491 | $149,679+146.9% | $117,039+215.7% | $147,586+150.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 17.97% | 19.31%-1.3pp | 18.95%-1.0pp | 578.59%-560.6pp |
| Employer contribution / active EE | $30,615 | $4,937+520.1% | $3,785+708.9% | $4,876+527.8% |
| Participant deferral / active EE | $13,395 | $4,912+172.7% | $3,929+240.9% | $5,439+146.3% |
| Admin fee / account holder | $59,169 | $7,856+653.1% | $5,974+890.5% | $10,886+443.5% |