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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 | $282,302 | $183,592+53.8% | $155,574+81.5% | $145,877+93.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.62% | 61.37%-49.8pp | 64.87%-53.3pp | 551.28%-539.7pp |
| Employer contribution / active EE | $8,611 | $5,317+62.0% | $4,676+84.2% | $4,663+84.7% |
| Participant deferral / active EE | $21,460 | $6,466+231.9% | $5,629+281.2% | $6,691+220.7% |
| Admin fee / account holder | $1,895 | $19,316-90.2% | $15,914-88.1% | $13,402-85.9% |