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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 | $346,347 | $135,956+154.7% | $123,894+179.5% | $273,972+26.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 287.20% | 56.63%+230.6pp | 47.52%+239.7pp | 41.46%+245.7pp |
| Employer contribution / active EE | $2,989 | $5,170-42.2% | $4,617-35.3% | $4,869-38.6% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $784 | $9,817-92.0% | $8,357-90.6% | $10,133-92.3% |