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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 | $409,370 | $183,627+122.9% | $155,602+163.1% | $145,978+180.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.44% | 61.32%-45.9pp | 64.81%-49.4pp | 550.52%-535.1pp |
| Employer contribution / active EE | $23,442 | $5,316+341.0% | $4,675+401.4% | $4,662+402.9% |
| Participant deferral / active EE | $11,406 | $6,466+76.4% | $5,629+102.6% | $6,690+70.5% |
| Admin fee / account holder | $984 | $19,327-94.9% | $15,923-93.8% | $13,400-92.7% |