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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 | $492,973 | $183,592+168.5% | $155,574+216.9% | $145,877+237.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.06% | 61.37%-48.3pp | 64.87%-51.8pp | 551.28%-538.2pp |
| Employer contribution / active EE | $49,776 | $5,317+836.2% | $4,676+964.6% | $4,663+967.5% |
| Participant deferral / active EE | $22,170 | $6,466+242.9% | $5,629+293.8% | $6,691+231.4% |
| Admin fee / account holder | $120,844 | $19,316+525.6% | $15,914+659.3% | $13,402+801.7% |