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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 | $266,450 | $183,988+44.8% | $162,177+64.3% | $152,897+74.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 18.25% | 150.79%-132.5pp | 115.60%-97.4pp | 345.43%-327.2pp |
| Employer contribution / active EE | $4,900 | $6,370-23.1% | $5,613-12.7% | $4,764+2.9% |
| Participant deferral / active EE | $7,300 | $8,032-9.1% | $7,2970% | $5,851+24.8% |
| Admin fee / account holder | $915 | $13,123-93.0% | $10,843-91.6% | $11,599-92.1% |