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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 | $183,516+57.8% | $155,534+86.2% | $145,884+98.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.52% | 61.43%-45.9pp | 64.92%-49.4pp | 551.85%-536.3pp |
| Employer contribution / active EE | $6,468 | $5,315+21.7% | $4,675+38.4% | $4,662+38.7% |
| Participant deferral / active EE | $7,290 | $6,467+12.7% | $5,630+29.5% | $6,690+9.0% |
| Admin fee / account holder | $2,414 | $19,293-87.5% | $15,900-84.8% | $13,392-82.0% |