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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 | $368,723 | $178,174+106.9% | $156,181+136.1% | $137,256+168.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 17.27% | 84.19%-66.9pp | 64.87%-47.6pp | 220.34%-203.1pp |
| Employer contribution / active EE | $18,514 | $4,972+272.4% | $4,294+331.2% | $4,156+345.5% |
| Participant deferral / active EE | $8,653 | $6,888+25.6% | $6,132+41.1% | $6,407+35.1% |
| Admin fee / account holder | $1,257 | $17,404-92.8% | $14,586-91.4% | $12,270-89.8% |