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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 | $263,533 | $176,105+49.6% | $159,474+65.3% | $167,536+57.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.96% | 331.91%-316.9pp | 263.68%-248.7pp | 478.82%-463.9pp |
| Employer contribution / active EE | $10,844 | $5,299+104.6% | $4,831+124.5% | $4,839+124.1% |
| Participant deferral / active EE | $9,666 | $7,751+24.7% | $7,353+31.5% | $6,342+52.4% |
| Admin fee / account holder | $3,046 | $12,559-75.7% | $10,802-71.8% | $12,315-75.3% |