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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 | $493,662 | $166,131+197.2% | $164,975+199.2% | $145,877+238.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 127.86% | 100.37%+27.5pp | 70.12%+57.7pp | 551.28%-423.4pp |
| Employer contribution / active EE | $14,178 | $5,276+168.8% | $4,343+226.5% | $4,663+204.1% |
| Participant deferral / active EE | $8,250 | $6,962+18.5% | $6,033+36.7% | $6,691+23.3% |
| Admin fee / account holder | $8,084 | $16,648-51.4% | $12,688-36.3% | $13,402-39.7% |