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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 | $432,926 | $134,817+221.1% | $123,973+249.2% | $155,188+179.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 20.24% | 515.49%-495.2pp | 388.13%-367.9pp | 148.84%-128.6pp |
| Employer contribution / active EE | $8,547 | $4,425+93.1% | $4,126+107.2% | $4,248+101.2% |
| Participant deferral / active EE | $22,553 | $5,706+295.2% | $5,247+329.8% | $6,531+245.3% |
| Admin fee / account holder | $4,391 | $13,245-66.8% | $11,799-62.8% | $14,480-69.7% |