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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 | $440,580 | $183,516+140.1% | $155,534+183.3% | $145,884+202.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.89% | 61.43%-45.5pp | 64.92%-49.0pp | 551.85%-536.0pp |
| Employer contribution / active EE | $18,089 | $5,315+240.4% | $4,675+286.9% | $4,662+288.0% |
| Participant deferral / active EE | $10,092 | $6,467+56.1% | $5,630+79.2% | $6,690+50.9% |
| Admin fee / account holder | $81,712 | $19,293+323.5% | $15,900+413.9% | $13,392+510.2% |