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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 | $259,783 | $175,212+48.3% | $149,682+73.6% | $139,427+86.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.94% | 166.63%-153.7pp | 134.35%-121.4pp | 373.27%-360.3pp |
| Employer contribution / active EE | $7,150 | $5,475+30.6% | $4,818+48.4% | $4,752+50.5% |
| Participant deferral / active EE | $0 | $6,520-100.0% | $5,681-100.0% | $6,711-100.0% |
| Admin fee / account holder | $864 | $16,150-94.7% | $13,210-93.5% | $11,404-92.4% |