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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 | $265,610 | $226,105+17.5% | $182,540+45.5% | $152,897+73.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 18.50% | 192.58%-174.1pp | 148.58%-130.1pp | 345.43%-326.9pp |
| Employer contribution / active EE | $7,194 | $4,978+44.5% | $4,076+76.5% | $4,764+51.0% |
| Participant deferral / active EE | $6,244 | $6,370-2.0% | $5,525+13.0% | $5,851+6.7% |
| Admin fee / account holder | $5,511 | $10,706-48.5% | $8,593-35.9% | $11,599-52.5% |