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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 | $510,549 | $289,211+76.5% | $260,467+96.0% | $198,609+157.1% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 20.21% | 112.90%-92.7pp | 100.60%-80.4pp | 202.70%-182.5pp |
| Employer contribution / active EE | $46,500 | $4,663+897.2% | $4,239+997.1% | $5,055+819.8% |
| Participant deferral / active EE | $23,500 | $6,812+245.0% | $6,319+271.9% | $6,977+236.8% |
| Admin fee / account holder | $4,228 | $16,236-74.0% | $15,461-72.7% | $19,030-77.8% |