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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 | $267,274 | $227,291+17.6% | $214,702+24.5% | $155,188+72.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 17.85% | 60.08%-42.2pp | 54.55%-36.7pp | 148.84%-131.0pp |
| Employer contribution / active EE | $8,238 | $6,772+21.7% | $6,461+27.5% | $4,248+93.9% |
| Participant deferral / active EE | $16,858 | $9,582+75.9% | $9,147+84.3% | $6,531+158.1% |
| Admin fee / account holder | $724 | $20,413-96.5% | $19,830-96.3% | $14,480-95.0% |