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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 | $271,595 | $198,461+36.9% | $170,436+59.4% | $147,585+84.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.92% | 257.30%-244.4pp | 205.94%-193.0pp | 578.57%-565.6pp |
| Employer contribution / active EE | $8,742 | $6,184+41.4% | $5,433+60.9% | $4,876+79.3% |
| Participant deferral / active EE | $12,130 | $5,629+115.5% | $4,939+145.6% | $5,439+123.0% |
| Admin fee / account holder | $3,637 | $16,852-78.4% | $13,880-73.8% | $10,885-66.6% |