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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 | $425,461 | $183,539+131.8% | $155,556+173.5% | $145,897+191.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.57% | 61.31%-44.7pp | 64.84%-48.3pp | 552.29%-535.7pp |
| Employer contribution / active EE | $13,486 | $5,315+153.7% | $4,675+188.4% | $4,663+189.2% |
| Participant deferral / active EE | $8,800 | $6,467+36.1% | $5,631+56.3% | $6,689+31.6% |
| Admin fee / account holder | $1,031 | $19,275-94.7% | $15,885-93.5% | $13,390-92.3% |