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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 | $286,119 | $209,425+36.6% | $178,499+60.3% | $158,966+80.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 170.51% | 188.80%-18.3pp | 151.10%+19.4pp | 302.95%-132.4pp |
| Employer contribution / active EE | $3,077 | $5,707-46.1% | $5,011-38.6% | $4,762-35.4% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $384 | $17,078-97.8% | $13,986-97.3% | $11,250-96.6% |