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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 | $269,422 | $198,462+35.8% | $170,439+58.1% | $147,585+82.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.43% | 257.30%-241.9pp | 205.94%-190.5pp | 578.58%-563.2pp |
| Employer contribution / active EE | $8,950 | $6,184+44.7% | $5,433+64.7% | $4,876+83.5% |
| Participant deferral / active EE | $7,905 | $5,629+40.4% | $4,939+60.0% | $5,439+45.3% |
| Admin fee / account holder | $11,747 | $16,852-30.3% | $13,881-15.4% | $10,886+7.9% |