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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 | $267,323 | $212,386+25.9% | $199,883+33.7% | $138,895+92.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 21.39% | 47.75%-26.4pp | 43.81%-22.4pp | 145.39%-124.0pp |
| Employer contribution / active EE | $8,571 | $6,625+29.4% | $6,261+36.9% | $4,194+104.4% |
| Participant deferral / active EE | $0 | $9,617-100.0% | $9,138-100.0% | $6,396-100.0% |
| Admin fee / account holder | $14,650 | $18,233-19.7% | $17,268-15.2% | $12,562+16.6% |