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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 | $355,488 | $183,539+93.7% | $155,556+128.5% | $145,897+143.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.30% | 61.31%-50.0pp | 64.84%-53.5pp | 552.29%-541.0pp |
| Employer contribution / active EE | $25,481 | $5,315+379.4% | $4,675+445.0% | $4,663+446.5% |
| Participant deferral / active EE | $18,665 | $6,467+188.6% | $5,631+231.5% | $6,689+179.0% |
| Admin fee / account holder | $1,483 | $19,275-92.3% | $15,885-90.7% | $13,390-88.9% |