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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 | $272,058 | $183,516+48.2% | $155,534+74.9% | $145,884+86.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.46% | 61.43%-51.0pp | 64.92%-54.5pp | 551.85%-541.4pp |
| Employer contribution / active EE | $14,690 | $5,315+176.4% | $4,675+214.2% | $4,662+215.1% |
| Participant deferral / active EE | $15,489 | $6,467+139.5% | $5,630+175.1% | $6,690+131.5% |
| Admin fee / account holder | $3,202 | $19,293-83.4% | $15,900-79.9% | $13,392-76.1% |