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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 | $270,367 | $183,516+47.3% | $155,534+73.8% | $145,884+85.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.32% | 61.43%-52.1pp | 64.92%-55.6pp | 551.85%-542.5pp |
| Employer contribution / active EE | $7,264 | $5,315+36.7% | $4,675+55.4% | $4,662+55.8% |
| Participant deferral / active EE | $4,700 | $6,467-27.3% | $5,630-16.5% | $6,690-29.7% |
| Admin fee / account holder | $10,006 | $19,293-48.1% | $15,900-37.1% | $13,392-25.3% |