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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 | $574,331 | $217,432+164.1% | $185,849+209.0% | $167,536+242.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.01% | 148.42%-134.4pp | 122.10%-108.1pp | 478.82%-464.8pp |
| Employer contribution / active EE | $31,333 | $5,875+433.4% | $5,169+506.2% | $4,839+547.5% |
| Participant deferral / active EE | $22,533 | $6,357+254.4% | $5,569+304.6% | $6,342+255.3% |
| Admin fee / account holder | $2,261 | $19,818-88.6% | $16,244-86.1% | $12,315-81.6% |