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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 | $366,807 | $217,432+68.7% | $185,849+97.4% | $167,536+118.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.56% | 148.42%-130.9pp | 122.10%-104.5pp | 478.82%-461.3pp |
| Employer contribution / active EE | $36,601 | $5,875+523.0% | $5,169+608.1% | $4,839+656.4% |
| Participant deferral / active EE | $20,596 | $6,357+224.0% | $5,569+269.8% | $6,342+224.7% |
| Admin fee / account holder | $610 | $19,818-96.9% | $16,244-96.2% | $12,315-95.1% |