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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 | $272,718 | $160,070+70.4% | $147,117+85.4% | $145,897+86.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.35% | 98.69%-88.3pp | 420.54%-410.2pp | 552.29%-541.9pp |
| Employer contribution / active EE | $5,695 | $5,285+7.8% | $4,932+15.5% | $4,663+22.1% |
| Participant deferral / active EE | $13,750 | $8,419+63.3% | $8,065+70.5% | $6,689+105.6% |
| Admin fee / account holder | $5,480 | $15,035-63.6% | $12,993-57.8% | $13,390-59.1% |