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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 | $258,120 | $148,623+73.7% | $135,974+89.8% | $139,466+85.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 26.26% | 79.30%-53.0pp | 68.30%-42.0pp | 373.66%-347.4pp |
| Employer contribution / active EE | $4,649 | $5,246-11.4% | $4,859-4.3% | $4,754-2.2% |
| Participant deferral / active EE | $8,895 | $8,103+9.8% | $7,760+14.6% | $6,712+32.5% |
| Admin fee / account holder | $2,168 | $12,406-82.5% | $10,767-79.9% | $11,409-81.0% |