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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 | $183,539+42.9% | $155,556+68.6% | $145,897+79.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.83% | 61.31%-48.5pp | 64.84%-52.0pp | 552.29%-539.5pp |
| Employer contribution / active EE | $6,636 | $5,315+24.8% | $4,675+41.9% | $4,663+42.3% |
| Participant deferral / active EE | $6,634 | $6,467+2.6% | $5,631+17.8% | $6,689-0.8% |
| Admin fee / account holder | $18,191 | $19,275-5.6% | $15,885+14.5% | $13,390+35.9% |