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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 | $340,165 | $209,847+62.1% | $189,520+79.5% | $167,518+103.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 24.07% | 748.45%-724.4pp | 555.25%-531.2pp | 478.71%-454.6pp |
| Employer contribution / active EE | $32,339 | $6,913+367.8% | $6,161+424.9% | $4,838+568.4% |
| Participant deferral / active EE | $22,176 | $8,934+148.2% | $8,220+169.8% | $6,342+249.7% |
| Admin fee / account holder | $7,020 | $14,295-50.9% | $12,046-41.7% | $12,312-43.0% |