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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 | $273,040 | $176,105+55.0% | $159,474+71.2% | $167,536+63.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.31% | 331.91%-315.6pp | 263.68%-247.4pp | 478.82%-462.5pp |
| Employer contribution / active EE | $7,153 | $5,299+35.0% | $4,831+48.1% | $4,839+47.8% |
| Participant deferral / active EE | $12,257 | $7,751+58.1% | $7,353+66.7% | $6,342+93.3% |
| Admin fee / account holder | $2,227 | $12,559-82.3% | $10,802-79.4% | $12,315-81.9% |