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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 | $254,183 | $175,257+45.0% | $149,717+69.8% | $139,456+82.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 33.48% | 166.70%-133.2pp | 134.41%-100.9pp | 373.45%-340.0pp |
| Employer contribution / active EE | $1,193 | $5,477-78.2% | $4,820-75.2% | $4,753-74.9% |
| Participant deferral / active EE | $7,500 | $6,521+15.0% | $5,682+32.0% | $6,711+11.8% |
| Admin fee / account holder | $6,938 | $16,156-57.1% | $13,213-47.5% | $11,407-39.2% |