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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 | $276,771 | $209,422+32.2% | $178,503+55.1% | $158,982+74.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.66% | 188.81%-180.1pp | 151.12%-142.5pp | 302.99%-294.3pp |
| Employer contribution / active EE | $5,261 | $5,707-7.8% | $5,011+5.0% | $4,763+10.5% |
| Participant deferral / active EE | $7,206 | $5,955+21.0% | $5,202+38.5% | $5,983+20.4% |
| Admin fee / account holder | $6,713 | $17,079-60.7% | $13,987-52.0% | $11,252-40.3% |