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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 | $262,188 | $157,304+66.7% | $141,197+85.7% | $152,909+71.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.27% | 64.34%-43.1pp | 71.41%-50.1pp | 345.46%-324.2pp |
| Employer contribution / active EE | $10,179 | $5,263+93.4% | $4,736+114.9% | $4,764+113.7% |
| Participant deferral / active EE | $11,455 | $7,111+61.1% | $6,710+70.7% | $5,851+95.8% |
| Admin fee / account holder | $12,023 | $12,126-0.9% | $10,265+17.1% | $11,601+3.6% |