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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 | $280,596 | $185,312+51.4% | $161,489+73.8% | $154,746+81.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 18.68% | 103.84%-85.2pp | 89.72%-71.0pp | 172.34%-153.7pp |
| Employer contribution / active EE | $12,868 | $4,769+169.8% | $4,268+201.5% | $4,379+193.9% |
| Participant deferral / active EE | $10,181 | $6,350+60.3% | $5,630+80.8% | $6,730+51.3% |
| Admin fee / account holder | $669 | $18,654-96.4% | $16,006-95.8% | $14,365-95.3% |