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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 | $273,246 | $183,539+48.9% | $155,556+75.7% | $145,897+87.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.94% | 61.31%-52.4pp | 64.84%-55.9pp | 552.29%-543.4pp |
| Employer contribution / active EE | $17,290 | $5,315+225.3% | $4,675+269.8% | $4,663+270.8% |
| Participant deferral / active EE | $16,781 | $6,467+159.5% | $5,631+198.0% | $6,689+150.9% |
| Admin fee / account holder | $2,524 | $19,275-86.9% | $15,885-84.1% | $13,390-81.1% |