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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 | $283,006 | $183,592+54.1% | $155,574+81.9% | $145,877+94.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.43% | 61.37%-51.9pp | 64.87%-55.4pp | 551.28%-541.9pp |
| Employer contribution / active EE | $4,786 | $5,317-10.0% | $4,676+2.4% | $4,663+2.6% |
| Participant deferral / active EE | $10,210 | $6,466+57.9% | $5,629+81.4% | $6,691+52.6% |
| Admin fee / account holder | $762 | $19,316-96.1% | $15,914-95.2% | $13,402-94.3% |