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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 | $300,528 | $209,422+43.5% | $178,503+68.4% | $158,982+89.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.54% | 188.81%-173.3pp | 151.12%-135.6pp | 302.99%-287.4pp |
| Employer contribution / active EE | $6,655 | $5,707+16.6% | $5,011+32.8% | $4,763+39.7% |
| Participant deferral / active EE | $6,074 | $5,955+2.0% | $5,202+16.8% | $5,983+1.5% |
| Admin fee / account holder | $1,860 | $17,079-89.1% | $13,987-86.7% | $11,252-83.5% |