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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 | $343,059 | $183,539+86.9% | $155,556+120.5% | $145,897+135.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.24% | 61.31%-48.1pp | 64.84%-51.6pp | 552.29%-539.1pp |
| Employer contribution / active EE | $22,142 | $5,315+316.6% | $4,675+373.6% | $4,663+374.9% |
| Participant deferral / active EE | $18,676 | $6,467+188.8% | $5,631+231.7% | $6,689+179.2% |
| Admin fee / account holder | $499,375 | $19,275+2490.8% | $15,885+3043.7% | $13,390+3629.4% |