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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 | $298,156 | $227,633+31.0% | $189,597+57.3% | $167,553+77.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 80.66% | 78.45%+2.2pp | 64.20%+16.5pp | 478.89%-398.2pp |
| Employer contribution / active EE | $16,860 | $5,317+217.1% | $4,412+282.1% | $4,840+248.4% |
| Participant deferral / active EE | $17,561 | $7,003+150.8% | $6,174+184.4% | $6,343+176.9% |
| Admin fee / account holder | $5,322 | $11,879-55.2% | $9,807-45.7% | $12,316-56.8% |