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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 | $358,924 | $154,228+132.7% | $145,433+146.8% | $137,256+161.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 146.37% | 74.59%+71.8pp | 66.58%+79.8pp | 220.34%-74.0pp |
| Employer contribution / active EE | $9,619 | $4,804+100.2% | $4,554+111.2% | $4,156+131.5% |
| Participant deferral / active EE | $15,847 | $8,216+92.9% | $7,897+100.7% | $6,407+147.3% |
| Admin fee / account holder | $365 | $14,344-97.5% | $13,129-97.2% | $12,270-97.0% |