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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 | $260,093 | $176,120+47.7% | $159,487+63.1% | $167,553+55.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.22% | 331.95%-317.7pp | 263.71%-249.5pp | 478.89%-464.7pp |
| Employer contribution / active EE | $8,220 | $5,299+55.1% | $4,831+70.1% | $4,840+69.8% |
| Participant deferral / active EE | $22,750 | $7,752+193.5% | $7,354+209.4% | $6,343+258.7% |
| Admin fee / account holder | $2,633 | $12,561-79.0% | $10,804-75.6% | $12,316-78.6% |