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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 | $325,542 | $232,540+40.0% | $185,117+75.9% | $147,586+120.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 9.67% | 43.03%-33.4pp | 40.50%-30.8pp | 578.59%-568.9pp |
| Employer contribution / active EE | $36,000 | $5,195+592.9% | $4,182+760.9% | $4,876+638.3% |
| Participant deferral / active EE | $24,000 | $5,834+311.4% | $5,045+375.7% | $5,439+341.3% |
| Admin fee / account holder | $77,459 | $10,275+653.8% | $8,159+849.3% | $10,886+611.6% |