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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 | $294,167 | $185,312+58.7% | $161,489+82.2% | $154,746+90.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 12.27% | 103.84%-91.6pp | 89.72%-77.4pp | 172.34%-160.1pp |
| Employer contribution / active EE | $9,212 | $4,769+93.2% | $4,268+115.8% | $4,379+110.4% |
| Participant deferral / active EE | $5,295 | $6,350-16.6% | $5,630-5.9% | $6,730-21.3% |
| Admin fee / account holder | $3,167 | $18,654-83.0% | $16,006-80.2% | $14,365-78.0% |