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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 | $263,288 | $159,978+64.6% | $147,041+79.1% | $145,978+80.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.40% | 98.36%-85.0pp | 419.21%-405.8pp | 550.52%-537.1pp |
| Employer contribution / active EE | $2,547 | $5,288-51.8% | $4,935-48.4% | $4,662-45.4% |
| Participant deferral / active EE | $16,176 | $8,429+91.9% | $8,071+100.4% | $6,690+141.8% |
| Admin fee / account holder | $1,546 | $15,053-89.7% | $13,006-88.1% | $13,400-88.5% |