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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 | $251,746 | $183,539+37.2% | $155,556+61.8% | $145,897+72.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.09% | 61.31%-50.2pp | 64.84%-53.7pp | 552.29%-541.2pp |
| Employer contribution / active EE | $10,685 | $5,315+101.0% | $4,675+128.5% | $4,663+129.2% |
| Participant deferral / active EE | $9,854 | $6,467+52.4% | $5,631+75.0% | $6,689+47.3% |
| Admin fee / account holder | $1,100 | $19,275-94.3% | $15,885-93.1% | $13,390-91.8% |