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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 | $310,830 | $217,427+43.0% | $185,837+67.3% | $167,518+85.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.90% | 148.39%-133.5pp | 122.08%-107.2pp | 478.71%-463.8pp |
| Employer contribution / active EE | $7,672 | $5,874+30.6% | $5,168+48.4% | $4,838+58.6% |
| Participant deferral / active EE | $4,200 | $6,357-33.9% | $5,568-24.6% | $6,342-33.8% |
| Admin fee / account holder | $15,648 | $19,816-21.0% | $16,241-3.7% | $12,312+27.1% |