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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 | $279,835 | $198,457+41.0% | $170,435+64.2% | $147,586+89.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.69% | 257.30%-240.6pp | 205.94%-189.2pp | 578.59%-561.9pp |
| Employer contribution / active EE | $7,431 | $6,183+20.2% | $5,432+36.8% | $4,876+52.4% |
| Participant deferral / active EE | $16,877 | $5,629+199.8% | $4,939+241.7% | $5,439+210.3% |
| Admin fee / account holder | $3,263 | $16,852-80.6% | $13,881-76.5% | $10,886-70.0% |