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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 | $201,344+136.0% | $184,243+157.9% | $145,877+225.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 136.72% | 29.01%+107.7pp | 28.82%+107.9pp | 551.28%-414.6pp |
| Employer contribution / active EE | $23,802 | $7,022+238.9% | $6,427+270.4% | $4,663+410.4% |
| Participant deferral / active EE | $17,203 | $9,807+75.4% | $9,132+88.4% | $6,691+157.1% |
| Admin fee / account holder | $11,463 | $16,382-30.0% | $13,914-17.6% | $13,402-14.5% |