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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 | $162,136+121.4% | $152,301+135.7% | $154,746+131.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 146.37% | 91.02%+55.4pp | 80.50%+65.9pp | 172.34%-26.0pp |
| Employer contribution / active EE | $9,619 | $4,890+96.7% | $4,624+108.0% | $4,379+119.7% |
| Participant deferral / active EE | $15,847 | $8,341+90.0% | $8,004+98.0% | $6,730+135.5% |
| Admin fee / account holder | $365 | $15,759-97.7% | $14,398-97.5% | $14,365-97.5% |