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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 | $283,089 | $166,242+70.3% | $165,071+71.5% | $145,884+94.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.13% | 100.44%-87.3pp | 70.17%-57.0pp | 551.85%-538.7pp |
| Employer contribution / active EE | $4,688 | $5,283-11.3% | $4,347+7.8% | $4,662+0.5% |
| Participant deferral / active EE | $9,536 | $6,964+36.9% | $6,035+58.0% | $6,690+42.5% |
| Admin fee / account holder | $21,909 | $16,658+31.5% | $12,695+72.6% | $13,392+63.6% |