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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 | $298,835 | $165,361+80.7% | $149,715+99.6% | $158,950+88.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.91% | 348.24%-328.3pp | 276.66%-256.7pp | 302.91%-283.0pp |
| Employer contribution / active EE | $22,500 | $5,103+340.9% | $4,645+384.4% | $4,762+372.5% |
| Participant deferral / active EE | $25,500 | $7,182+255.1% | $6,842+272.7% | $5,983+326.2% |
| Admin fee / account holder | $2,116 | $10,808-80.4% | $9,310-77.3% | $11,248-81.2% |