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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 | $273,679 | $148,623+84.1% | $135,974+101.3% | $139,466+96.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.60% | 79.30%-64.7pp | 68.30%-53.7pp | 373.66%-359.1pp |
| Employer contribution / active EE | $11,289 | $5,246+115.2% | $4,859+132.3% | $4,754+137.5% |
| Participant deferral / active EE | $7,776 | $8,103-4.0% | $7,760+0.2% | $6,712+15.8% |
| Admin fee / account holder | $7,092 | $12,406-42.8% | $10,767-34.1% | $11,409-37.8% |