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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 | $292,585 | $183,592+59.4% | $155,567+88.1% | $145,959+100.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.89% | 61.24%-51.3pp | 64.74%-54.8pp | 561.95%-552.1pp |
| Employer contribution / active EE | $7,104 | $5,315+33.7% | $4,674+52.0% | $4,661+52.4% |
| Participant deferral / active EE | $0 | $6,464-100.0% | $5,628-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,087 | $19,318-94.4% | $15,916-93.2% | $13,398-91.9% |