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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 | $269,068 | $185,883+44.8% | $170,043+58.2% | $139,466+92.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.82% | 60.54%-42.7pp | 53.40%-35.6pp | 373.66%-355.8pp |
| Employer contribution / active EE | $15,582 | $7,596+105.1% | $6,790+129.5% | $4,754+227.8% |
| Participant deferral / active EE | $9,688 | $11,626-16.7% | $10,410-6.9% | $6,712+44.3% |
| Admin fee / account holder | $1,223 | $15,393-92.1% | $12,824-90.5% | $11,409-89.3% |