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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 | $260,319 | $209,422+24.3% | $178,503+45.8% | $158,982+63.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.40% | 188.81%-173.4pp | 151.12%-135.7pp | 302.99%-287.6pp |
| Employer contribution / active EE | $7,398 | $5,707+29.6% | $5,011+47.6% | $4,763+55.3% |
| Participant deferral / active EE | $7,307 | $5,955+22.7% | $5,202+40.5% | $5,983+22.1% |
| Admin fee / account holder | $8,746 | $17,079-48.8% | $13,987-37.5% | $11,252-22.3% |