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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 | $435,771 | $138,076+215.6% | $123,553+252.7% | $135,380+221.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 12.28% | 153.70%-141.4pp | 119.21%-106.9pp | 519.81%-507.5pp |
| Employer contribution / active EE | $17,035 | $5,152+230.7% | $4,628+268.1% | $4,779+256.5% |
| Participant deferral / active EE | $9,235 | $6,800+35.8% | $6,426+43.7% | $5,609+64.6% |
| Admin fee / account holder | $95,792 | $10,917+777.5% | $9,284+931.7% | $10,828+784.7% |