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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 | $175,259+48.2% | $149,723+73.5% | $139,487+86.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.94% | 166.82%-153.9pp | 134.50%-121.6pp | 373.84%-360.9pp |
| Employer contribution / active EE | $7,150 | $5,478+30.5% | $4,821+48.3% | $4,755+50.4% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $864 | $16,158-94.7% | $13,215-93.5% | $11,407-92.4% |