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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 | $270,296 | $159,978+69.0% | $147,041+83.8% | $145,978+85.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.34% | 98.36%-83.0pp | 419.21%-403.9pp | 550.52%-535.2pp |
| Employer contribution / active EE | $6,335 | $5,288+19.8% | $4,935+28.4% | $4,662+35.9% |
| Participant deferral / active EE | $7,384 | $8,429-12.4% | $8,071-8.5% | $6,690+10.4% |
| Admin fee / account holder | $1,635 | $15,053-89.1% | $13,006-87.4% | $13,400-87.8% |