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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 | $286,258 | $168,635+69.8% | $147,617+93.9% | $125,389+128.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 4.63% | 77.65%-73.0pp | 61.98%-57.4pp | 282.24%-277.6pp |
| Employer contribution / active EE | $15,043 | $6,252+140.6% | $5,564+170.3% | $4,866+209.1% |
| Participant deferral / active EE | $5,833 | $5,507+5.9% | $4,895+19.2% | $5,352+9.0% |
| Admin fee / account holder | $709 | $13,580-94.8% | $11,612-93.9% | $9,541-92.6% |