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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 | $273,123 | $165,399+65.1% | $149,745+82.4% | $158,982+71.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.30% | 348.34%-332.0pp | 276.72%-260.4pp | 302.99%-286.7pp |
| Employer contribution / active EE | $20,649 | $5,105+304.5% | $4,646+344.5% | $4,763+333.5% |
| Participant deferral / active EE | $13,000 | $7,183+81.0% | $6,843+90.0% | $5,983+117.3% |
| Admin fee / account holder | $12,728 | $10,811+17.7% | $9,312+36.7% | $11,252+13.1% |