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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 | $275,478 | $160,070+72.1% | $147,117+87.3% | $145,897+88.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.72% | 98.69%-89.0pp | 420.54%-410.8pp | 552.29%-542.6pp |
| Employer contribution / active EE | $2,789 | $5,285-47.2% | $4,932-43.5% | $4,663-40.2% |
| Participant deferral / active EE | $14,261 | $8,419+69.4% | $8,065+76.8% | $6,689+113.2% |
| Admin fee / account holder | $733 | $15,035-95.1% | $12,993-94.4% | $13,390-94.5% |