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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 | $299,001 | $217,432+37.5% | $185,849+60.9% | $167,536+78.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 23.17% | 148.42%-125.3pp | 122.10%-98.9pp | 478.82%-455.7pp |
| Employer contribution / active EE | $6,832 | $5,875+16.3% | $5,169+32.2% | $4,839+41.2% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $534 | $19,818-97.3% | $16,244-96.7% | $12,315-95.7% |