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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 | $272,723 | $183,516+48.6% | $155,534+75.3% | $145,884+86.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 26.37% | 61.43%-35.1pp | 64.92%-38.5pp | 551.85%-525.5pp |
| Employer contribution / active EE | $9,300 | $5,315+75.0% | $4,675+98.9% | $4,662+99.5% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $4,594 | $19,293-76.2% | $15,900-71.1% | $13,392-65.7% |