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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 | $264,083 | $134,817+95.9% | $123,973+113.0% | $155,188+70.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 20.61% | 515.49%-494.9pp | 388.13%-367.5pp | 148.84%-128.2pp |
| Employer contribution / active EE | $39,533 | $4,425+793.4% | $4,126+858.2% | $4,248+830.7% |
| Participant deferral / active EE | $15,667 | $5,706+174.5% | $5,247+198.6% | $6,531+139.9% |
| Admin fee / account holder | $2,375 | $13,245-82.1% | $11,799-79.9% | $14,480-83.6% |