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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 | $250,944 | $198,461+26.4% | $170,436+47.2% | $147,585+70.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.29% | 257.30%-244.0pp | 205.94%-192.6pp | 578.57%-565.3pp |
| Employer contribution / active EE | $6,733 | $6,184+8.9% | $5,433+23.9% | $4,876+38.1% |
| Participant deferral / active EE | $4,364 | $5,629-22.5% | $4,939-11.7% | $5,439-19.8% |
| Admin fee / account holder | $2,846 | $16,852-83.1% | $13,880-79.5% | $10,885-73.9% |