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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 | $271,652 | $148,582+82.8% | $135,942+99.8% | $139,456+94.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 37.31% | 79.26%-41.9pp | 68.28%-31.0pp | 373.45%-336.1pp |
| Employer contribution / active EE | $15,346 | $5,245+192.6% | $4,858+215.9% | $4,753+222.9% |
| Participant deferral / active EE | $9,930 | $8,101+22.6% | $7,759+28.0% | $6,711+48.0% |
| Admin fee / account holder | $15,606 | $12,402+25.8% | $10,764+45.0% | $11,407+36.8% |