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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 | $430,827 | $183,539+134.7% | $155,556+177.0% | $145,897+195.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.35% | 61.31%-49.0pp | 64.84%-52.5pp | 552.29%-539.9pp |
| Employer contribution / active EE | $21,408 | $5,315+302.8% | $4,675+357.9% | $4,663+359.1% |
| Participant deferral / active EE | $24,636 | $6,467+280.9% | $5,631+337.5% | $6,689+268.3% |
| Admin fee / account holder | $59,697 | $19,275+209.7% | $15,885+275.8% | $13,390+345.8% |