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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 | $286,931 | $225,673+27.1% | $203,872+40.7% | $155,188+84.9% |
| Participation rate | 91.7% | 80.3%+11.4pp | 77.8%+13.9pp | 80.8%+10.9pp |
| Annual return | 72.63% | 95.91%-23.3pp | 85.11%-12.5pp | 148.84%-76.2pp |
| Employer contribution / active EE | $11,253 | $4,099+174.6% | $3,757+199.5% | $4,248+164.9% |
| Participant deferral / active EE | $5,924 | $6,893-14.1% | $6,388-7.3% | $6,531-9.3% |
| Admin fee / account holder | $15,158 | $12,327+23.0% | $11,730+29.2% | $14,480+4.7% |