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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 | $472,728 | $183,516+157.6% | $155,534+203.9% | $145,884+224.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.28% | 61.43%-48.1pp | 64.92%-51.6pp | 551.85%-538.6pp |
| Employer contribution / active EE | $18,363 | $5,315+245.5% | $4,675+292.8% | $4,662+293.9% |
| Participant deferral / active EE | $11,650 | $6,467+80.2% | $5,630+106.9% | $6,690+74.2% |
| Admin fee / account holder | $630 | $19,293-96.7% | $15,900-96.0% | $13,392-95.3% |