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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 | $297,714 | $183,539+62.2% | $155,556+91.4% | $145,897+104.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.57% | 61.31%-49.7pp | 64.84%-53.3pp | 552.29%-540.7pp |
| Employer contribution / active EE | $6,225 | $5,315+17.1% | $4,675+33.1% | $4,663+33.5% |
| Participant deferral / active EE | $8,943 | $6,467+38.3% | $5,631+58.8% | $6,689+33.7% |
| Admin fee / account holder | $19,836 | $19,275+2.9% | $15,885+24.9% | $13,390+48.1% |