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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 | $252,332 | $289,211-12.8% | $260,467-3.1% | $198,609+27.0% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 14.83% | 112.90%-98.1pp | 100.60%-85.8pp | 202.70%-187.9pp |
| Employer contribution / active EE | $5,535 | $4,663+18.7% | $4,239+30.6% | $5,055+9.5% |
| Participant deferral / active EE | $9,900 | $6,812+45.3% | $6,319+56.7% | $6,977+41.9% |
| Admin fee / account holder | $1,823 | $16,236-88.8% | $15,461-88.2% | $19,030-90.4% |