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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 | $291,195 | $148,629+95.9% | $135,982+114.1% | $139,487+108.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 29.27% | 79.33%-50.1pp | 68.32%-39.1pp | 373.84%-344.6pp |
| Employer contribution / active EE | $30,492 | $5,247+481.2% | $4,859+527.5% | $4,755+541.3% |
| Participant deferral / active EE | $27,356 | $8,102+237.6% | $7,760+252.5% | $6,713+307.5% |
| Admin fee / account holder | $70,280 | $12,406+466.5% | $10,767+552.7% | $11,407+516.1% |