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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 | $280,012 | $227,633+23.0% | $189,597+47.7% | $167,553+67.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 13.69% | 78.45%-64.8pp | 64.20%-50.5pp | 478.89%-465.2pp |
| Employer contribution / active EE | $6,039 | $5,317+13.6% | $4,412+36.9% | $4,840+24.8% |
| Participant deferral / active EE | $7,518 | $7,003+7.4% | $6,174+21.8% | $6,343+18.5% |
| Admin fee / account holder | $5,670 | $11,879-52.3% | $9,807-42.2% | $12,316-54.0% |