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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 | $269,361 | $159,978+68.4% | $147,041+83.2% | $145,978+84.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.31% | 98.36%-87.0pp | 419.21%-407.9pp | 550.52%-539.2pp |
| Employer contribution / active EE | $2,590 | $5,288-51.0% | $4,935-47.5% | $4,662-44.4% |
| Participant deferral / active EE | $10,270 | $8,429+21.8% | $8,071+27.2% | $6,690+53.5% |
| Admin fee / account holder | $2,575 | $15,053-82.9% | $13,006-80.2% | $13,400-80.8% |