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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 | $475,194 | $201,370+136.0% | $184,256+157.9% | $145,897+225.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 136.72% | 29.05%+107.7pp | 28.85%+107.9pp | 552.29%-415.6pp |
| Employer contribution / active EE | $23,802 | $7,024+238.9% | $6,427+270.3% | $4,663+410.5% |
| Participant deferral / active EE | $17,203 | $9,808+75.4% | $9,133+88.4% | $6,689+157.2% |
| Admin fee / account holder | $11,463 | $16,364-29.9% | $13,899-17.5% | $13,390-14.4% |