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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 | $305,184 | $183,539+66.3% | $155,556+96.2% | $145,897+109.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.46% | 61.31%-46.8pp | 64.84%-50.4pp | 552.29%-537.8pp |
| Employer contribution / active EE | $3,894 | $5,315-26.7% | $4,675-16.7% | $4,663-16.5% |
| Participant deferral / active EE | $10,167 | $6,467+57.2% | $5,631+80.6% | $6,689+52.0% |
| Admin fee / account holder | $731 | $19,275-96.2% | $15,885-95.4% | $13,390-94.5% |