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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 | $284,252 | $183,539+54.9% | $155,556+82.7% | $145,897+94.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.86% | 61.31%-52.4pp | 64.84%-56.0pp | 552.29%-543.4pp |
| Employer contribution / active EE | $9,182 | $5,315+72.8% | $4,675+96.4% | $4,663+96.9% |
| Participant deferral / active EE | $3,833 | $6,467-40.7% | $5,631-31.9% | $6,689-42.7% |
| Admin fee / account holder | $1,712 | $19,275-91.1% | $15,885-89.2% | $13,390-87.2% |