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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 | $304,439 | $183,516+65.9% | $155,534+95.7% | $145,884+108.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.20% | 61.43%-46.2pp | 64.92%-49.7pp | 551.85%-536.6pp |
| Employer contribution / active EE | $8,587 | $5,315+61.6% | $4,675+83.7% | $4,662+84.2% |
| Participant deferral / active EE | $6,274 | $6,467-3.0% | $5,630+11.4% | $6,690-6.2% |
| Admin fee / account holder | $2,455 | $19,293-87.3% | $15,900-84.6% | $13,392-81.7% |