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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 | $270,506 | $183,988+47.0% | $162,177+66.8% | $152,897+76.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 29.63% | 150.79%-121.2pp | 115.60%-86.0pp | 345.43%-315.8pp |
| Employer contribution / active EE | $5,846 | $6,370-8.2% | $5,613+4.2% | $4,764+22.7% |
| Participant deferral / active EE | $16,587 | $8,032+106.5% | $7,297+127.3% | $5,851+183.5% |
| Admin fee / account holder | $10,107 | $13,123-23.0% | $10,843-6.8% | $11,599-12.9% |