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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 | $273,840 | $165,399+65.6% | $149,745+82.9% | $158,982+72.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.34% | 348.34%-326.0pp | 276.72%-254.4pp | 302.99%-280.7pp |
| Employer contribution / active EE | $13,087 | $5,105+156.4% | $4,646+181.7% | $4,763+174.8% |
| Participant deferral / active EE | $12,789 | $7,183+78.0% | $6,843+86.9% | $5,983+113.7% |
| Admin fee / account holder | $8,736 | $10,811-19.2% | $9,312-6.2% | $11,252-22.4% |