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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 | $420,447 | $223,823+87.8% | $211,142+99.1% | $154,746+171.7% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 15.56% | 50.39%-34.8pp | 46.84%-31.3pp | 172.34%-156.8pp |
| Employer contribution / active EE | $25,000 | $6,787+268.4% | $6,442+288.1% | $4,379+470.9% |
| Participant deferral / active EE | $28,188 | $9,750+189.1% | $9,284+203.6% | $6,730+318.8% |
| Admin fee / account holder | $4,750 | $19,707-75.9% | $19,076-75.1% | $14,365-66.9% |