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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 | $264,950 | $180,462+46.8% | $154,111+71.9% | $135,379+95.7% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | 1.59% | 888.17%-886.6pp | 735.18%-733.6pp | 519.79%-518.2pp |
| Employer contribution / active EE | $11,020 | $6,036+82.6% | $5,298+108.0% | $4,779+130.6% |
| Participant deferral / active EE | $24,975 | $5,806+330.1% | $5,081+391.6% | $5,609+345.3% |
| Admin fee / account holder | $423 | $16,145-97.4% | $13,411-96.8% | $10,828-96.1% |