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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 | $250,118 | $183,539+36.3% | $155,556+60.8% | $145,897+71.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.45% | 61.31%-43.9pp | 64.84%-47.4pp | 552.29%-534.8pp |
| Employer contribution / active EE | $7,650 | $5,315+43.9% | $4,675+63.6% | $4,663+64.1% |
| Participant deferral / active EE | $21,714 | $6,467+235.8% | $5,631+285.6% | $6,689+224.6% |
| Admin fee / account holder | $1,347 | $19,275-93.0% | $15,885-91.5% | $13,390-89.9% |