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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 | $300,943 | $154,228+95.1% | $145,433+106.9% | $137,256+119.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.42% | 74.59%-54.2pp | 66.58%-46.2pp | 220.34%-199.9pp |
| Employer contribution / active EE | $3,810 | $4,804-20.7% | $4,554-16.4% | $4,156-8.3% |
| Participant deferral / active EE | $27,479 | $8,216+234.4% | $7,897+247.9% | $6,407+328.9% |
| Admin fee / account holder | $5,696 | $14,344-60.3% | $13,129-56.6% | $12,270-53.6% |