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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 | $258,484 | $209,425+23.4% | $178,499+44.8% | $158,966+62.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.17% | 188.80%-172.6pp | 151.10%-134.9pp | 302.95%-286.8pp |
| Employer contribution / active EE | $2,193 | $5,707-61.6% | $5,011-56.2% | $4,762-54.0% |
| Participant deferral / active EE | $9,355 | $5,955+57.1% | $5,202+79.8% | $5,983+56.4% |
| Admin fee / account holder | $1,229 | $17,078-92.8% | $13,986-91.2% | $11,250-89.1% |