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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 | $300,083 | $183,539+63.5% | $155,556+92.9% | $145,897+105.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.79% | 61.31%-51.5pp | 64.84%-55.1pp | 552.29%-542.5pp |
| Employer contribution / active EE | $2,008 | $5,315-62.2% | $4,675-57.1% | $4,663-56.9% |
| Participant deferral / active EE | $2,160 | $6,467-66.6% | $5,631-61.6% | $6,689-67.7% |
| Admin fee / account holder | $25,583 | $19,275+32.7% | $15,885+61.1% | $13,390+91.1% |