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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 | $257,721 | $198,457+29.9% | $170,435+51.2% | $147,586+74.6% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 23.11% | 257.30%-234.2pp | 205.94%-182.8pp | 578.59%-555.5pp |
| Employer contribution / active EE | $17,875 | $6,183+189.1% | $5,432+229.0% | $4,876+266.6% |
| Participant deferral / active EE | $8,224 | $5,629+46.1% | $4,939+66.5% | $5,439+51.2% |
| Admin fee / account holder | $316 | $16,852-98.1% | $13,881-97.7% | $10,886-97.1% |