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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 | $296,487 | $209,422+41.6% | $178,503+66.1% | $158,982+86.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.02% | 188.81%-174.8pp | 151.12%-137.1pp | 302.99%-289.0pp |
| Employer contribution / active EE | $2,141 | $5,707-62.5% | $5,011-57.3% | $4,763-55.1% |
| Participant deferral / active EE | $2,847 | $5,955-52.2% | $5,202-45.3% | $5,983-52.4% |
| Admin fee / account holder | $2,326 | $17,079-86.4% | $13,987-83.4% | $11,252-79.3% |