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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 | $262,303 | $217,432+20.6% | $185,849+41.1% | $167,536+56.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.33% | 148.42%-134.1pp | 122.10%-107.8pp | 478.82%-464.5pp |
| Employer contribution / active EE | $7,944 | $5,875+35.2% | $5,169+53.7% | $4,839+64.2% |
| Participant deferral / active EE | $8,369 | $6,357+31.6% | $5,569+50.3% | $6,342+31.9% |
| Admin fee / account holder | $24,387 | $19,818+23.1% | $16,244+50.1% | $12,315+98.0% |