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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 | $290,630 | $226,090+28.5% | $182,531+59.2% | $152,885+90.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 28.89% | 192.57%-163.7pp | 148.57%-119.7pp | 345.39%-316.5pp |
| Employer contribution / active EE | $15,833 | $4,978+218.1% | $4,075+288.5% | $4,763+232.4% |
| Participant deferral / active EE | $21,000 | $6,369+229.7% | $5,525+280.1% | $5,851+258.9% |
| Admin fee / account holder | $3,984 | $10,705-62.8% | $8,593-53.6% | $11,598-65.7% |