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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 | $455,218 | $183,539+148.0% | $155,556+192.6% | $145,897+212.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.65% | 61.31%-49.7pp | 64.84%-53.2pp | 552.29%-540.6pp |
| Employer contribution / active EE | $32,805 | $5,315+517.2% | $4,675+601.6% | $4,663+603.6% |
| Participant deferral / active EE | $21,000 | $6,467+224.7% | $5,631+272.9% | $6,689+213.9% |
| Admin fee / account holder | $1,959 | $19,275-89.8% | $15,885-87.7% | $13,390-85.4% |