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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 | $271,378 | $209,425+29.6% | $178,499+52.0% | $158,966+70.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.92% | 188.80%-175.9pp | 151.10%-138.2pp | 302.95%-290.0pp |
| Employer contribution / active EE | $13,543 | $5,707+137.3% | $5,011+170.3% | $4,762+184.4% |
| Participant deferral / active EE | $6,446 | $5,955+8.2% | $5,202+23.9% | $5,983+7.7% |
| Admin fee / account holder | $15,780 | $17,078-7.6% | $13,986+12.8% | $11,250+40.3% |