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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 | $310,831 | $217,432+43.0% | $185,849+67.2% | $167,536+85.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 18.98% | 148.42%-129.4pp | 122.10%-103.1pp | 478.82%-459.8pp |
| Employer contribution / active EE | $26,061 | $5,875+343.6% | $5,169+404.2% | $4,839+438.6% |
| Participant deferral / active EE | $26,000 | $6,357+309.0% | $5,569+366.9% | $6,342+309.9% |
| Admin fee / account holder | $1,541 | $19,818-92.2% | $16,244-90.5% | $12,315-87.5% |