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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 | $260,798 | $198,457+31.4% | $170,435+53.0% | $147,586+76.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.22% | 257.30%-241.1pp | 205.94%-189.7pp | 578.59%-562.4pp |
| Employer contribution / active EE | $7,745 | $6,183+25.3% | $5,432+42.6% | $4,876+58.8% |
| Participant deferral / active EE | $6,365 | $5,629+13.1% | $4,939+28.9% | $5,439+17.0% |
| Admin fee / account holder | $5,893 | $16,852-65.0% | $13,881-57.5% | $10,886-45.9% |