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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 | $253,010 | $184,000+37.5% | $162,185+56.0% | $152,909+65.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 20.22% | 150.80%-130.6pp | 115.61%-95.4pp | 345.46%-325.2pp |
| Employer contribution / active EE | $2,697 | $6,370-57.7% | $5,613-52.0% | $4,764-43.4% |
| Participant deferral / active EE | $18,998 | $8,033+136.5% | $7,297+160.4% | $5,851+224.7% |
| Admin fee / account holder | $1,142 | $13,124-91.3% | $10,844-89.5% | $11,601-90.2% |