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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 | $251,848 | $209,428+20.3% | $178,498+41.1% | $158,950+58.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.15% | 188.78%-172.6pp | 151.09%-134.9pp | 302.91%-286.8pp |
| Employer contribution / active EE | $2,056 | $5,707-64.0% | $5,011-59.0% | $4,762-56.8% |
| Participant deferral / active EE | $5,925 | $5,955-0.5% | $5,202+13.9% | $5,983-1.0% |
| Admin fee / account holder | $1,324 | $17,077-92.2% | $13,985-90.5% | $11,248-88.2% |