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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 | $273,904 | $156,398+75.1% | $147,318+85.9% | $138,895+97.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.98% | 78.75%-58.8pp | 70.43%-50.5pp | 145.39%-125.4pp |
| Employer contribution / active EE | $16,263 | $4,853+235.1% | $4,593+254.1% | $4,194+287.8% |
| Participant deferral / active EE | $16,134 | $8,237+95.9% | $7,906+104.1% | $6,396+152.2% |
| Admin fee / account holder | $2,411 | $14,976-83.9% | $13,708-82.4% | $12,562-80.8% |