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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 | $427,791 | $183,592+133.0% | $155,574+175.0% | $145,877+193.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.14% | 61.37%-48.2pp | 64.87%-51.7pp | 551.28%-538.1pp |
| Employer contribution / active EE | $26,423 | $5,317+397.0% | $4,676+465.1% | $4,663+466.7% |
| Participant deferral / active EE | $19,146 | $6,466+196.1% | $5,629+240.1% | $6,691+186.2% |
| Admin fee / account holder | $62,253 | $19,316+222.3% | $15,914+291.2% | $13,402+364.5% |