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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 | $159,934+56.4% | $147,005+70.2% | $145,959+71.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.08% | 98.24%-83.2pp | 418.76%-403.7pp | 561.95%-546.9pp |
| Employer contribution / active EE | $6,052 | $5,287+14.5% | $4,934+22.6% | $4,661+29.8% |
| Participant deferral / active EE | $10,850 | $8,427+28.7% | $8,070+34.5% | $6,689+62.2% |
| Admin fee / account holder | $20,133 | $15,053+33.7% | $13,006+54.8% | $13,398+50.3% |