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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 | $260,485 | $183,516+41.9% | $155,534+67.5% | $145,884+78.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.09% | 61.43%-47.3pp | 64.92%-50.8pp | 551.85%-537.8pp |
| Employer contribution / active EE | $13,293 | $5,315+150.1% | $4,675+184.4% | $4,662+185.1% |
| Participant deferral / active EE | $13,538 | $6,467+109.3% | $5,630+140.4% | $6,690+102.4% |
| Admin fee / account holder | $311 | $19,293-98.4% | $15,900-98.0% | $13,392-97.7% |