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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 | $257,930 | $211,224+22.1% | $178,505+44.5% | $145,897+76.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 114.90% | 30.28%+84.6pp | 27.16%+87.7pp | 552.29%-437.4pp |
| Employer contribution / active EE | $46,000 | $4,577+905.1% | $3,955+1063.0% | $4,663+886.6% |
| Participant deferral / active EE | $23,000 | $6,966+230.2% | $6,280+266.2% | $6,689+243.8% |
| Admin fee / account holder | $429 | $12,109-96.5% | $10,428-95.9% | $13,390-96.8% |