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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 | $290,646 | $172,111+68.9% | $150,298+93.4% | $137,256+111.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 29.26% | 69.37%-40.1pp | 62.79%-33.5pp | 220.34%-191.1pp |
| Employer contribution / active EE | $15,288 | $4,636+229.7% | $4,154+268.0% | $4,156+267.8% |
| Participant deferral / active EE | $9,747 | $6,166+58.1% | $5,453+78.8% | $6,407+52.1% |
| Admin fee / account holder | $1,764 | $16,471-89.3% | $14,116-87.5% | $12,270-85.6% |