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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 | $273,685 | $185,856+47.3% | $170,028+61.0% | $139,456+96.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.28% | 60.52%-46.2pp | 53.39%-39.1pp | 373.45%-359.2pp |
| Employer contribution / active EE | $8,582 | $7,593+13.0% | $6,788+26.4% | $4,753+80.6% |
| Participant deferral / active EE | $0 | $11,623-100.0% | $10,409-100.0% | $6,711-100.0% |
| Admin fee / account holder | $21,742 | $15,387+41.3% | $12,820+69.6% | $11,407+90.6% |