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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 | $261,835 | $217,432+20.4% | $185,851+40.9% | $167,553+56.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.46% | 148.43%-134.0pp | 122.11%-107.6pp | 478.89%-464.4pp |
| Employer contribution / active EE | $6,894 | $5,874+17.4% | $5,168+33.4% | $4,840+42.4% |
| Participant deferral / active EE | $6,612 | $6,357+4.0% | $5,569+18.7% | $6,343+4.3% |
| Admin fee / account holder | $68,446 | $19,820+245.3% | $16,245+321.3% | $12,316+455.7% |