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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 | $269,407 | $183,592+46.7% | $155,574+73.2% | $145,877+84.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.02% | 61.37%-50.4pp | 64.87%-53.8pp | 551.28%-540.3pp |
| Employer contribution / active EE | $4,652 | $5,317-12.5% | $4,676-0.5% | $4,663-0.2% |
| Participant deferral / active EE | $30,713 | $6,466+375.0% | $5,629+445.6% | $6,691+359.0% |
| Admin fee / account holder | $1,212 | $19,316-93.7% | $15,914-92.4% | $13,402-91.0% |