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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 | $266,060 | $217,432+22.4% | $185,851+43.2% | $167,553+58.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.01% | 148.43%-133.4pp | 122.11%-107.1pp | 478.89%-463.9pp |
| Employer contribution / active EE | $7,098 | $5,874+20.8% | $5,168+37.3% | $4,840+46.7% |
| Participant deferral / active EE | $8,224 | $6,357+29.4% | $5,569+47.7% | $6,343+29.7% |
| Admin fee / account holder | $5,290 | $19,820-73.3% | $16,245-67.4% | $12,316-57.0% |