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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 | $373,174 | $160,040+133.2% | $147,096+153.7% | $145,877+155.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 29.92% | 98.49%-68.6pp | 419.75%-389.8pp | 551.28%-521.4pp |
| Employer contribution / active EE | $25,384 | $5,289+379.9% | $4,936+414.3% | $4,663+444.4% |
| Participant deferral / active EE | $23,000 | $8,429+172.9% | $8,071+185.0% | $6,691+243.8% |
| Admin fee / account holder | $697 | $15,050-95.4% | $13,005-94.6% | $13,402-94.8% |