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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 | $201,372+136.0% | $184,260+157.9% | $145,884+225.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 136.72% | 29.04%+107.7pp | 28.84%+107.9pp | 551.85%-415.1pp |
| Employer contribution / active EE | $23,802 | $7,024+238.9% | $6,427+270.3% | $4,662+410.5% |
| Participant deferral / active EE | $17,203 | $9,808+75.4% | $9,133+88.4% | $6,690+157.2% |
| Admin fee / account holder | $11,463 | $16,362-29.9% | $13,898-17.5% | $13,392-14.4% |