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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 | $289,320 | $177,353+63.1% | $158,226+82.9% | $198,609+45.7% |
| Participation rate | 100.0% | 77.0%+23.0pp | 74.8%+25.2pp | 82.4%+17.6pp |
| Annual return | 14.77% | 599.50%-584.7pp | 501.41%-486.6pp | 202.70%-187.9pp |
| Employer contribution / active EE | $2,627 | $3,239-18.9% | $2,986-12.0% | $5,055-48.0% |
| Participant deferral / active EE | $6,692 | $4,615+45.0% | $4,317+55.0% | $6,977-4.1% |
| Admin fee / account holder | $8,337 | $10,960-23.9% | $10,217-18.4% | $19,030-56.2% |