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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 | $274,022 | $217,427+26.0% | $185,837+47.5% | $167,518+63.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.67% | 148.39%-132.7pp | 122.08%-106.4pp | 478.71%-463.0pp |
| Employer contribution / active EE | $5,265 | $5,874-10.4% | $5,168+1.9% | $4,838+8.8% |
| Participant deferral / active EE | $8,041 | $6,357+26.5% | $5,568+44.4% | $6,342+26.8% |
| Admin fee / account holder | $22,251 | $19,816+12.3% | $16,241+37.0% | $12,312+80.7% |