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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 | $252,197 | $209,422+20.4% | $178,503+41.3% | $158,982+58.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.96% | 188.81%-176.8pp | 151.12%-139.2pp | 302.99%-291.0pp |
| Employer contribution / active EE | $2,371 | $5,707-58.5% | $5,011-52.7% | $4,763-50.2% |
| Participant deferral / active EE | $3,351 | $5,955-43.7% | $5,202-35.6% | $5,983-44.0% |
| Admin fee / account holder | $17,797 | $17,079+4.2% | $13,987+27.2% | $11,252+58.2% |