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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 | $295,618 | $198,457+49.0% | $170,435+73.4% | $147,586+100.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.43% | 257.30%-246.9pp | 205.94%-195.5pp | 578.59%-568.2pp |
| Employer contribution / active EE | $2,906 | $6,183-53.0% | $5,432-46.5% | $4,876-40.4% |
| Participant deferral / active EE | $8,375 | $5,629+48.8% | $4,939+69.6% | $5,439+54.0% |
| Admin fee / account holder | $9,167 | $16,852-45.6% | $13,881-34.0% | $10,886-15.8% |