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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 | $252,220 | $217,432+16.0% | $185,851+35.7% | $167,553+50.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.99% | 148.43%-134.4pp | 122.11%-108.1pp | 478.89%-464.9pp |
| Employer contribution / active EE | $4,750 | $5,874-19.1% | $5,168-8.1% | $4,840-1.9% |
| Participant deferral / active EE | $21,185 | $6,357+233.3% | $5,569+280.4% | $6,343+234.0% |
| Admin fee / account holder | $2,144 | $19,820-89.2% | $16,245-86.8% | $12,316-82.6% |