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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 | $283,144 | $217,432+30.2% | $185,849+52.4% | $167,536+69.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.57% | 148.42%-136.8pp | 122.10%-110.5pp | 478.82%-467.2pp |
| Employer contribution / active EE | $7,559 | $5,875+28.7% | $5,169+46.2% | $4,839+56.2% |
| Participant deferral / active EE | $5,930 | $6,357-6.7% | $5,569+6.5% | $6,342-6.5% |
| Admin fee / account holder | $13,455 | $19,818-32.1% | $16,244-17.2% | $12,315+9.3% |