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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 | $263,107 | $217,427+21.0% | $185,837+41.6% | $167,518+57.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.85% | 148.39%-137.5pp | 122.08%-111.2pp | 478.71%-467.9pp |
| Employer contribution / active EE | $7,248 | $5,874+23.4% | $5,168+40.2% | $4,838+49.8% |
| Participant deferral / active EE | $6,500 | $6,357+2.2% | $5,568+16.7% | $6,342+2.5% |
| Admin fee / account holder | $1,431 | $19,816-92.8% | $16,241-91.2% | $12,312-88.4% |