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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 | $339,048 | $183,592+84.7% | $155,574+117.9% | $145,877+132.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.91% | 61.37%-50.5pp | 64.87%-54.0pp | 551.28%-540.4pp |
| Employer contribution / active EE | $6,596 | $5,317+24.1% | $4,676+41.1% | $4,663+41.5% |
| Participant deferral / active EE | $7,734 | $6,466+19.6% | $5,629+37.4% | $6,691+15.6% |
| Admin fee / account holder | $19,600 | $19,316+1.5% | $15,914+23.2% | $13,402+46.2% |