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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 | $321,280 | $198,461+61.9% | $170,436+88.5% | $147,585+117.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.64% | 257.30%-242.7pp | 205.94%-191.3pp | 578.57%-563.9pp |
| Employer contribution / active EE | $40,129 | $6,184+549.0% | $5,433+638.7% | $4,876+722.9% |
| Participant deferral / active EE | $29,393 | $5,629+422.1% | $4,939+495.1% | $5,439+440.4% |
| Admin fee / account holder | $2,748 | $16,852-83.7% | $13,880-80.2% | $10,885-74.8% |