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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 | $274,728 | $171,867+59.8% | $149,721+83.5% | $147,586+86.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.77% | 2113.36%-2094.6pp | 1501.67%-1482.9pp | 578.59%-559.8pp |
| Employer contribution / active EE | $6,667 | $6,275+6.2% | $5,444+22.5% | $4,876+36.7% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,373 | $13,799-82.8% | $11,282-79.0% | $10,886-78.2% |