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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 | $250,718 | $183,539+36.6% | $155,556+61.2% | $145,897+71.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 40.80% | 61.31%-20.5pp | 64.84%-24.0pp | 552.29%-511.5pp |
| Employer contribution / active EE | $16,009 | $5,315+201.2% | $4,675+242.4% | $4,663+243.3% |
| Participant deferral / active EE | $25,583 | $6,467+295.6% | $5,631+354.3% | $6,689+282.5% |
| Admin fee / account holder | $6,468 | $19,275-66.4% | $15,885-59.3% | $13,390-51.7% |