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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 | $250,300 | $108,897+129.8% | $100,378+149.4% | $145,877+71.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 22.98% | 58.17%-35.2pp | 49.41%-26.4pp | 551.28%-528.3pp |
| Employer contribution / active EE | $8,330 | $4,420+88.5% | $3,942+111.3% | $4,663+78.6% |
| Participant deferral / active EE | $21,139 | $8,455+150.0% | $8,087+161.4% | $6,691+215.9% |
| Admin fee / account holder | $1,661 | $9,690-82.9% | $7,899-79.0% | $13,402-87.6% |