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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 | $183,592+36.6% | $155,574+61.2% | $145,877+71.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 40.80% | 61.37%-20.6pp | 64.87%-24.1pp | 551.28%-510.5pp |
| Employer contribution / active EE | $16,009 | $5,317+201.1% | $4,676+242.4% | $4,663+243.3% |
| Participant deferral / active EE | $25,583 | $6,466+295.7% | $5,629+354.5% | $6,691+282.4% |
| Admin fee / account holder | $6,468 | $19,316-66.5% | $15,914-59.4% | $13,402-51.7% |