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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 | $685,338 | $110,212+521.8% | $96,534+609.9% | $139,466+391.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 53.58% | 26.42%+27.2pp | 25.88%+27.7pp | 373.66%-320.1pp |
| Employer contribution / active EE | $51,000 | $3,620+1308.8% | $2,965+1619.8% | $4,754+972.8% |
| Participant deferral / active EE | $15,000 | $5,547+170.4% | $4,851+209.2% | $6,712+123.5% |
| Admin fee / account holder | $150,149 | $11,599+1194.5% | $8,253+1719.3% | $11,409+1216.1% |