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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 | $263,545 | $180,749+45.8% | $160,784+63.9% | $137,256+92.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 17.25% | 2234.46%-2217.2pp | 1803.92%-1786.7pp | 220.34%-203.1pp |
| Employer contribution / active EE | $9,613 | $4,155+131.4% | $3,733+157.5% | $4,156+131.3% |
| Participant deferral / active EE | $15,288 | $6,844+123.4% | $6,293+142.9% | $6,407+138.6% |
| Admin fee / account holder | $1,497 | $10,397-85.6% | $9,717-84.6% | $12,270-87.8% |