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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 | $273,135 | $217,432+25.6% | $185,851+47.0% | $167,553+63.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.18% | 148.43%-135.2pp | 122.11%-108.9pp | 478.89%-465.7pp |
| Employer contribution / active EE | $5,867 | $5,874-0.1% | $5,168+13.5% | $4,840+21.2% |
| Participant deferral / active EE | $9,987 | $6,357+57.1% | $5,569+79.3% | $6,343+57.5% |
| Admin fee / account holder | $1,773 | $19,820-91.1% | $16,245-89.1% | $12,316-85.6% |