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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 | $257,691 | $132,634+94.3% | $115,768+122.6% | $137,256+87.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 18.93% | 160.70%-141.8pp | 100.46%-81.5pp | 220.34%-201.4pp |
| Employer contribution / active EE | $7,164 | $3,360+113.3% | $2,940+143.7% | $4,156+72.4% |
| Participant deferral / active EE | $17,921 | $5,619+219.0% | $4,917+264.5% | $6,407+179.7% |
| Admin fee / account holder | $14,664 | $15,028-2.4% | $12,439+17.9% | $12,270+19.5% |