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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 | $276,589 | $175,231+57.8% | $149,696+84.8% | $139,466+98.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.89% | 166.77%-148.9pp | 134.46%-116.6pp | 373.66%-355.8pp |
| Employer contribution / active EE | $8,669 | $5,478+58.2% | $4,821+79.8% | $4,754+82.3% |
| Participant deferral / active EE | $10,184 | $6,521+56.2% | $5,682+79.2% | $6,712+51.7% |
| Admin fee / account holder | $650 | $16,155-96.0% | $13,212-95.1% | $11,409-94.3% |