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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 | $185,312+56.8% | $161,489+80.0% | $154,746+87.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 29.26% | 103.84%-74.6pp | 89.72%-60.5pp | 172.34%-143.1pp |
| Employer contribution / active EE | $15,288 | $4,769+220.6% | $4,268+258.2% | $4,379+249.1% |
| Participant deferral / active EE | $9,747 | $6,350+53.5% | $5,630+73.1% | $6,730+44.8% |
| Admin fee / account holder | $1,764 | $18,654-90.5% | $16,006-89.0% | $14,365-87.7% |