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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 | $291,232 | $209,428+39.1% | $178,498+63.2% | $158,950+83.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.37% | 188.78%-178.4pp | 151.09%-140.7pp | 302.91%-292.5pp |
| Employer contribution / active EE | $2,228 | $5,707-61.0% | $5,011-55.5% | $4,762-53.2% |
| Participant deferral / active EE | $8,966 | $5,955+50.6% | $5,202+72.3% | $5,983+49.9% |
| Admin fee / account holder | $26,105 | $17,077+52.9% | $13,985+86.7% | $11,248+132.1% |