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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 | $273,419 | $226,090+20.9% | $182,531+49.8% | $152,885+78.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 17.10% | 192.57%-175.5pp | 148.57%-131.5pp | 345.39%-328.3pp |
| Employer contribution / active EE | $1,768 | $4,978-64.5% | $4,075-56.6% | $4,763-62.9% |
| Participant deferral / active EE | $12,667 | $6,369+98.9% | $5,525+129.3% | $5,851+116.5% |
| Admin fee / account holder | $747 | $10,705-93.0% | $8,593-91.3% | $11,598-93.6% |