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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 | $289,601 | $183,592+57.7% | $155,574+86.1% | $145,877+98.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.52% | 61.37%-45.9pp | 64.87%-49.3pp | 551.28%-535.8pp |
| Employer contribution / active EE | $6,468 | $5,317+21.7% | $4,676+38.3% | $4,663+38.7% |
| Participant deferral / active EE | $7,290 | $6,466+12.7% | $5,629+29.5% | $6,691+9.0% |
| Admin fee / account holder | $2,414 | $19,316-87.5% | $15,914-84.8% | $13,402-82.0% |