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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 | $288,356 | $183,539+57.1% | $155,556+85.4% | $145,897+97.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 43.15% | 61.31%-18.2pp | 64.84%-21.7pp | 552.29%-509.1pp |
| Employer contribution / active EE | $22,605 | $5,315+325.3% | $4,675+383.5% | $4,663+384.8% |
| Participant deferral / active EE | $15,250 | $6,467+135.8% | $5,631+170.8% | $6,689+128.0% |
| Admin fee / account holder | $1,665 | $19,275-91.4% | $15,885-89.5% | $13,390-87.6% |