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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 | $437,439 | $183,592+138.3% | $155,574+181.2% | $145,877+199.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.81% | 61.37%-50.6pp | 64.87%-54.1pp | 551.28%-540.5pp |
| Employer contribution / active EE | $13,131 | $5,317+147.0% | $4,676+180.8% | $4,663+181.6% |
| Participant deferral / active EE | $8,896 | $6,466+37.6% | $5,629+58.0% | $6,691+33.0% |
| Admin fee / account holder | $249,969 | $19,316+1194.1% | $15,914+1470.7% | $13,402+1765.1% |