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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 | $264,604 | $175,257+51.0% | $149,717+76.7% | $139,456+89.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.73% | 166.70%-147.0pp | 134.41%-114.7pp | 373.45%-353.7pp |
| Employer contribution / active EE | $14,246 | $5,477+160.1% | $4,820+195.6% | $4,753+199.8% |
| Participant deferral / active EE | $13,467 | $6,521+106.5% | $5,682+137.0% | $6,711+100.7% |
| Admin fee / account holder | $2,617 | $16,156-83.8% | $13,213-80.2% | $11,407-77.1% |