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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 | $267,296 | $148,623+79.8% | $135,974+96.6% | $139,466+91.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.11% | 79.30%-59.2pp | 68.30%-48.2pp | 373.66%-353.6pp |
| Employer contribution / active EE | $7,199 | $5,246+37.2% | $4,859+48.2% | $4,754+51.4% |
| Participant deferral / active EE | $14,114 | $8,103+74.2% | $7,760+81.9% | $6,712+110.3% |
| Admin fee / account holder | $367 | $12,406-97.0% | $10,767-96.6% | $11,409-96.8% |