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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 | $183,539+133.1% | $155,556+175.0% | $145,897+193.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.14% | 61.31%-48.2pp | 64.84%-51.7pp | 552.29%-539.1pp |
| Employer contribution / active EE | $26,423 | $5,315+397.1% | $4,675+465.1% | $4,663+466.7% |
| Participant deferral / active EE | $19,146 | $6,467+196.1% | $5,631+240.0% | $6,689+186.2% |
| Admin fee / account holder | $62,253 | $19,275+223.0% | $15,885+291.9% | $13,390+364.9% |