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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 | $262,241 | $183,592+42.8% | $155,574+68.6% | $145,877+79.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.83% | 61.37%-48.5pp | 64.87%-52.0pp | 551.28%-538.5pp |
| Employer contribution / active EE | $6,636 | $5,317+24.8% | $4,676+41.9% | $4,663+42.3% |
| Participant deferral / active EE | $6,634 | $6,466+2.6% | $5,629+17.8% | $6,691-0.8% |
| Admin fee / account holder | $18,191 | $19,316-5.8% | $15,914+14.3% | $13,402+35.7% |