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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 | $269,239 | $209,422+28.6% | $178,503+50.8% | $158,982+69.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.04% | 188.81%-178.8pp | 151.12%-141.1pp | 302.99%-293.0pp |
| Employer contribution / active EE | $5,460 | $5,707-4.3% | $5,011+8.9% | $4,763+14.6% |
| Participant deferral / active EE | $8,297 | $5,955+39.3% | $5,202+59.5% | $5,983+38.7% |
| Admin fee / account holder | $1,013 | $17,079-94.1% | $13,987-92.8% | $11,252-91.0% |