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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 | $431,832 | $183,592+135.2% | $155,574+177.6% | $145,877+196.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.26% | 61.37%-51.1pp | 64.87%-54.6pp | 551.28%-541.0pp |
| Employer contribution / active EE | $24,371 | $5,317+358.4% | $4,676+421.2% | $4,663+422.6% |
| Participant deferral / active EE | $14,097 | $6,466+118.0% | $5,629+150.4% | $6,691+110.7% |
| Admin fee / account holder | $55,293 | $19,316+186.3% | $15,914+247.4% | $13,402+312.6% |