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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 | $290,650 | $183,516+58.4% | $155,534+86.9% | $145,884+99.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.81% | 61.43%-49.6pp | 64.92%-53.1pp | 551.85%-540.0pp |
| Employer contribution / active EE | $15,022 | $5,315+182.6% | $4,675+221.3% | $4,662+222.2% |
| Participant deferral / active EE | $7,794 | $6,467+20.5% | $5,630+38.4% | $6,690+16.5% |
| Admin fee / account holder | $609 | $19,293-96.8% | $15,900-96.2% | $13,392-95.5% |