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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 | $269,977 | $209,422+28.9% | $178,503+51.2% | $158,982+69.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.06% | 188.81%-178.7pp | 151.12%-141.1pp | 302.99%-292.9pp |
| Employer contribution / active EE | $5,886 | $5,707+3.1% | $5,011+17.5% | $4,763+23.6% |
| Participant deferral / active EE | $5,272 | $5,955-11.5% | $5,202+1.3% | $5,983-11.9% |
| Admin fee / account holder | $5,577 | $17,079-67.3% | $13,987-60.1% | $11,252-50.4% |