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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 | $366,744 | $212,386+72.7% | $199,883+83.5% | $138,895+164.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 17.96% | 47.75%-29.8pp | 43.81%-25.8pp | 145.39%-127.4pp |
| Employer contribution / active EE | $52,831 | $6,625+697.5% | $6,261+743.8% | $4,194+1159.6% |
| Participant deferral / active EE | $32,357 | $9,617+236.5% | $9,138+254.1% | $6,396+405.9% |
| Admin fee / account holder | $59,828 | $18,233+228.1% | $17,268+246.5% | $12,562+376.3% |