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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 | $291,654 | $197,603+47.6% | $177,827+64.0% | $158,950+83.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 16.06% | 58.76%-42.7pp | 48.32%-32.3pp | 302.91%-286.9pp |
| Employer contribution / active EE | $12,841 | $6,698+91.7% | $5,918+117.0% | $4,762+169.7% |
| Participant deferral / active EE | $0 | $8,404-100.0% | $7,713-100.0% | $5,983-100.0% |
| Admin fee / account holder | $17,060 | $15,402+10.8% | $12,429+37.3% | $11,248+51.7% |