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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 | $388,922 | $183,539+111.9% | $155,556+150.0% | $145,897+166.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.18% | 61.31%-45.1pp | 64.84%-48.7pp | 552.29%-536.1pp |
| Employer contribution / active EE | $5,230 | $5,315-1.6% | $4,675+11.9% | $4,663+12.2% |
| Participant deferral / active EE | $7,625 | $6,467+17.9% | $5,631+35.4% | $6,689+14.0% |
| Admin fee / account holder | $502 | $19,275-97.4% | $15,885-96.8% | $13,390-96.2% |