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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 | $264,478 | $175,231+50.9% | $149,696+76.7% | $139,466+89.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.07% | 166.77%-153.7pp | 134.46%-121.4pp | 373.66%-360.6pp |
| Employer contribution / active EE | $9,098 | $5,478+66.1% | $4,821+88.7% | $4,754+91.4% |
| Participant deferral / active EE | $6,444 | $6,521-1.2% | $5,682+13.4% | $6,712-4.0% |
| Admin fee / account holder | $13,430 | $16,155-16.9% | $13,212+1.6% | $11,409+17.7% |