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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 | $250,184 | $160,070+56.3% | $147,117+70.1% | $145,897+71.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.08% | 98.69%-83.6pp | 420.54%-405.5pp | 552.29%-537.2pp |
| Employer contribution / active EE | $6,052 | $5,285+14.5% | $4,932+22.7% | $4,663+29.8% |
| Participant deferral / active EE | $10,850 | $8,419+28.9% | $8,065+34.5% | $6,689+62.2% |
| Admin fee / account holder | $20,133 | $15,035+33.9% | $12,993+55.0% | $13,390+50.4% |