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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 | $253,940 | $185,905+36.6% | $170,057+49.3% | $139,487+82.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.75% | 60.56%-38.8pp | 53.42%-31.7pp | 373.84%-352.1pp |
| Employer contribution / active EE | $12,083 | $7,597+59.0% | $6,790+77.9% | $4,755+154.1% |
| Participant deferral / active EE | $13,831 | $11,627+19.0% | $10,411+32.9% | $6,713+106.0% |
| Admin fee / account holder | $4,217 | $15,397-72.6% | $12,826-67.1% | $11,407-63.0% |