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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 | $259,690 | $183,539+41.5% | $155,556+66.9% | $145,897+78.0% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 17.16% | 61.31%-44.1pp | 64.84%-47.7pp | 552.29%-535.1pp |
| Employer contribution / active EE | $2,076 | $5,315-60.9% | $4,675-55.6% | $4,663-55.5% |
| Participant deferral / active EE | $7,472 | $6,467+15.5% | $5,631+32.7% | $6,689+11.7% |
| Admin fee / account holder | $370 | $19,275-98.1% | $15,885-97.7% | $13,390-97.2% |