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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 | $271,628 | $162,529+67.1% | $130,788+107.7% | $154,746+75.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 10.17% | 510.48%-500.3pp | 386.44%-376.3pp | 172.34%-162.2pp |
| Employer contribution / active EE | $6,828 | $4,447+53.5% | $3,558+91.9% | $4,379+55.9% |
| Participant deferral / active EE | $8,000 | $4,808+66.4% | $4,137+93.4% | $6,730+18.9% |
| Admin fee / account holder | $12,687 | $7,669+65.4% | $6,673+90.1% | $14,365-11.7% |