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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 | $255,160 | $183,592+39.0% | $155,574+64.0% | $145,877+74.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.16% | 61.37%-48.2pp | 64.87%-51.7pp | 551.28%-538.1pp |
| Employer contribution / active EE | $9,597 | $5,317+80.5% | $4,676+105.3% | $4,663+105.8% |
| Participant deferral / active EE | $4,990 | $6,466-22.8% | $5,629-11.3% | $6,691-25.4% |
| Admin fee / account holder | $2,176 | $19,316-88.7% | $15,914-86.3% | $13,402-83.8% |