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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 | $274,280 | $209,422+31.0% | $178,503+53.7% | $158,982+72.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.28% | 188.81%-171.5pp | 151.12%-133.8pp | 302.99%-285.7pp |
| Employer contribution / active EE | $19,221 | $5,707+236.8% | $5,011+283.6% | $4,763+303.6% |
| Participant deferral / active EE | $26,348 | $5,955+342.5% | $5,202+406.5% | $5,983+340.4% |
| Admin fee / account holder | $18,628 | $17,079+9.1% | $13,987+33.2% | $11,252+65.6% |