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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 | $440,732 | $183,592+140.1% | $155,574+183.3% | $145,877+202.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.24% | 61.37%-43.1pp | 64.87%-46.6pp | 551.28%-533.0pp |
| Employer contribution / active EE | $17,258 | $5,317+224.6% | $4,676+269.1% | $4,663+270.1% |
| Participant deferral / active EE | $5,537 | $6,466-14.4% | $5,629-1.6% | $6,691-17.2% |
| Admin fee / account holder | $5,310 | $19,316-72.5% | $15,914-66.6% | $13,402-60.4% |