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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 | $446,475 | $183,539+143.3% | $155,556+187.0% | $145,897+206.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.31% | 61.31%-48.0pp | 64.84%-51.5pp | 552.29%-539.0pp |
| Employer contribution / active EE | $11,089 | $5,315+108.6% | $4,675+137.2% | $4,663+137.8% |
| Participant deferral / active EE | $29,464 | $6,467+355.6% | $5,631+423.3% | $6,689+340.5% |
| Admin fee / account holder | $1,862 | $19,275-90.3% | $15,885-88.3% | $13,390-86.1% |