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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 | $274,508 | $180,466+52.1% | $154,114+78.1% | $135,382+102.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 2.83% | 888.15%-885.3pp | 735.16%-732.3pp | 519.77%-516.9pp |
| Employer contribution / active EE | $6,316 | $6,035+4.6% | $5,298+19.2% | $4,779+32.2% |
| Participant deferral / active EE | $4,018 | $5,806-30.8% | $5,081-20.9% | $5,609-28.4% |
| Admin fee / account holder | $11,760 | $16,144-27.2% | $13,411-12.3% | $10,829+8.6% |