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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 | $254,337 | $217,427+17.0% | $185,837+36.9% | $167,518+51.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.95% | 148.39%-135.4pp | 122.08%-109.1pp | 478.71%-465.8pp |
| Employer contribution / active EE | $33,052 | $5,874+462.7% | $5,168+539.5% | $4,838+583.1% |
| Participant deferral / active EE | $10,886 | $6,357+71.2% | $5,568+95.5% | $6,342+71.6% |
| Admin fee / account holder | $36,108 | $19,816+82.2% | $16,241+122.3% | $12,312+193.3% |