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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 | $268,089 | $175,259+53.0% | $149,723+79.1% | $139,487+92.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.31% | 166.82%-151.5pp | 134.50%-119.2pp | 373.84%-358.5pp |
| Employer contribution / active EE | $4,977 | $5,478-9.2% | $4,821+3.2% | $4,755+4.7% |
| Participant deferral / active EE | $21,258 | $6,522+226.0% | $5,682+274.1% | $6,713+216.7% |
| Admin fee / account holder | $2,113 | $16,158-86.9% | $13,215-84.0% | $11,407-81.5% |