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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 | $292,463 | $227,399+28.6% | $189,758+54.1% | $198,609+47.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 14.74% | 61.03%-46.3pp | 52.62%-37.9pp | 202.70%-188.0pp |
| Employer contribution / active EE | $8,619 | $5,526+56.0% | $4,767+80.8% | $5,055+70.5% |
| Participant deferral / active EE | $7,554 | $6,837+10.5% | $5,856+29.0% | $6,977+8.3% |
| Admin fee / account holder | $387 | $25,162-98.5% | $20,388-98.1% | $19,030-98.0% |