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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 | $513,972 | $152,591+236.8% | $117,529+337.3% | $134,545+282.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | 235.03% | 53.04%+182.0pp | 29.77%+205.3pp | 418.37%-183.3pp |
| Employer contribution / active EE | $24,769 | $5,576+344.2% | $4,179+492.7% | $4,742+422.4% |
| Participant deferral / active EE | $4,313 | $4,821-10.5% | $4,072+5.9% | $6,401-32.6% |
| Admin fee / account holder | $119,420 | $7,004+1605.0% | $5,645+2015.4% | $11,431+944.7% |