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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 | $259,385 | $166,268+56.0% | $165,100+57.1% | $145,897+77.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.20% | 100.52%-87.3pp | 70.21%-57.0pp | 552.29%-539.1pp |
| Employer contribution / active EE | $8,482 | $5,284+60.5% | $4,348+95.1% | $4,663+81.9% |
| Participant deferral / active EE | $7,615 | $6,964+9.3% | $6,035+26.2% | $6,689+13.8% |
| Admin fee / account holder | $863 | $16,659-94.8% | $12,696-93.2% | $13,390-93.6% |