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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 | $405,348 | $166,131+144.0% | $164,975+145.7% | $145,877+177.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.06% | 100.37%-87.3pp | 70.12%-57.1pp | 551.28%-538.2pp |
| Employer contribution / active EE | $15,642 | $5,276+196.5% | $4,343+260.2% | $4,663+235.5% |
| Participant deferral / active EE | $6,959 | $6,9620% | $6,033+15.3% | $6,691+4.0% |
| Admin fee / account holder | $31,508 | $16,648+89.3% | $12,688+148.3% | $13,402+135.1% |