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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 | $325,560 | $175,231+85.8% | $149,696+117.5% | $139,466+133.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 33.56% | 166.77%-133.2pp | 134.46%-100.9pp | 373.66%-340.1pp |
| Employer contribution / active EE | $27,500 | $5,478+402.0% | $4,821+470.4% | $4,754+478.5% |
| Participant deferral / active EE | $28,050 | $6,521+330.1% | $5,682+393.7% | $6,712+317.9% |
| Admin fee / account holder | $17,243 | $16,155+6.7% | $13,212+30.5% | $11,409+51.1% |