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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 | $307,150 | $181,062+69.6% | $158,223+94.1% | $155,188+97.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 11.09% | 57.39%-46.3pp | 52.09%-41.0pp | 148.84%-137.7pp |
| Employer contribution / active EE | $9,805 | $4,565+114.8% | $4,109+138.6% | $4,248+130.8% |
| Participant deferral / active EE | $8,565 | $6,134+39.6% | $5,467+56.7% | $6,531+31.1% |
| Admin fee / account holder | $1,785 | $18,825-90.5% | $16,047-88.9% | $14,480-87.7% |