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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 | $469,985 | $197,637+137.8% | $177,848+164.3% | $158,982+195.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 83.02% | 58.77%+24.3pp | 48.33%+34.7pp | 302.99%-220.0pp |
| Employer contribution / active EE | $28,604 | $6,698+327.0% | $5,919+383.3% | $4,763+500.6% |
| Participant deferral / active EE | $18,124 | $8,405+115.6% | $7,714+135.0% | $5,983+202.9% |
| Admin fee / account holder | $608 | $15,406-96.1% | $12,431-95.1% | $11,252-94.6% |