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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 | $254,497 | $183,539+38.7% | $155,556+63.6% | $145,897+74.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.56% | 61.31%-45.7pp | 64.84%-49.3pp | 552.29%-536.7pp |
| Employer contribution / active EE | $6,510 | $5,315+22.5% | $4,675+39.2% | $4,663+39.6% |
| Participant deferral / active EE | $5,584 | $6,467-13.7% | $5,631-0.8% | $6,689-16.5% |
| Admin fee / account holder | $7,735 | $19,275-59.9% | $15,885-51.3% | $13,390-42.2% |