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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 | $256,065 | $209,422+22.3% | $178,503+43.5% | $158,982+61.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.14% | 188.81%-181.7pp | 151.12%-144.0pp | 302.99%-295.8pp |
| Employer contribution / active EE | $26,931 | $5,707+371.9% | $5,011+437.4% | $4,763+465.5% |
| Participant deferral / active EE | $12,932 | $5,955+117.2% | $5,202+148.6% | $5,983+116.1% |
| Admin fee / account holder | $198,861 | $17,079+1064.4% | $13,987+1321.8% | $11,252+1667.4% |