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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 | $252,616 | $217,432+16.2% | $185,849+35.9% | $167,536+50.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.21% | 148.42%-137.2pp | 122.10%-110.9pp | 478.82%-467.6pp |
| Employer contribution / active EE | $1,250 | $5,875-78.7% | $5,169-75.8% | $4,839-74.2% |
| Participant deferral / active EE | $7,429 | $6,357+16.8% | $5,569+33.4% | $6,342+17.1% |
| Admin fee / account holder | $3,928 | $19,818-80.2% | $16,244-75.8% | $12,315-68.1% |