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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 | $316,309 | $217,427+45.5% | $185,837+70.2% | $167,518+88.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.27% | 148.39%-135.1pp | 122.08%-108.8pp | 478.71%-465.4pp |
| Employer contribution / active EE | $5,988 | $5,874+1.9% | $5,168+15.9% | $4,838+23.7% |
| Participant deferral / active EE | $4,902 | $6,357-22.9% | $5,568-12.0% | $6,342-22.7% |
| Admin fee / account holder | $1,679 | $19,816-91.5% | $16,241-89.7% | $12,312-86.4% |