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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 | $265,568 | $175,259+51.5% | $149,723+77.4% | $139,487+90.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 25.17% | 166.82%-141.7pp | 134.50%-109.3pp | 373.84%-348.7pp |
| Employer contribution / active EE | $14,405 | $5,478+162.9% | $4,821+198.8% | $4,755+203.0% |
| Participant deferral / active EE | $10,000 | $6,522+53.3% | $5,682+76.0% | $6,713+49.0% |
| Admin fee / account holder | $834 | $16,158-94.8% | $13,215-93.7% | $11,407-92.7% |