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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 | $258,011 | $183,978+40.2% | $162,171+59.1% | $152,885+68.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 16.71% | 150.78%-134.1pp | 115.60%-98.9pp | 345.39%-328.7pp |
| Employer contribution / active EE | $1,636 | $6,370-74.3% | $5,613-70.9% | $4,763-65.7% |
| Participant deferral / active EE | $18,833 | $8,033+134.5% | $7,297+158.1% | $5,851+221.9% |
| Admin fee / account holder | $14,088 | $13,122+7.4% | $10,843+29.9% | $11,598+21.5% |