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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 | $266,989 | $198,457+34.5% | $170,435+56.7% | $147,586+80.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.75% | 257.30%-237.6pp | 205.94%-186.2pp | 578.59%-558.8pp |
| Employer contribution / active EE | $6,320 | $6,183+2.2% | $5,432+16.3% | $4,876+29.6% |
| Participant deferral / active EE | $5,037 | $5,629-10.5% | $4,939+2.0% | $5,439-7.4% |
| Admin fee / account holder | $3,222 | $16,852-80.9% | $13,881-76.8% | $10,886-70.4% |