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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 | $294,975 | $211,288+39.6% | $178,540+65.2% | $145,884+102.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 19.42% | 30.27%-10.8pp | 27.15%-7.7pp | 551.85%-532.4pp |
| Employer contribution / active EE | $7,300 | $4,574+59.6% | $3,953+84.7% | $4,662+56.6% |
| Participant deferral / active EE | $4,035 | $6,967-42.1% | $6,281-35.8% | $6,690-39.7% |
| Admin fee / account holder | $21,640 | $12,105+78.8% | $10,424+107.6% | $13,392+61.6% |