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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 | $265,856 | $183,592+44.8% | $155,574+70.9% | $145,877+82.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.34% | 61.37%-51.0pp | 64.87%-54.5pp | 551.28%-540.9pp |
| Employer contribution / active EE | $6,862 | $5,317+29.1% | $4,676+46.8% | $4,663+47.2% |
| Participant deferral / active EE | $10,944 | $6,466+69.3% | $5,629+94.4% | $6,691+63.6% |
| Admin fee / account holder | $19,181 | $19,316-0.7% | $15,914+20.5% | $13,402+43.1% |