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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 | $251,199 | $156,398+60.6% | $147,318+70.5% | $138,895+80.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 51.19% | 78.75%-27.6pp | 70.43%-19.2pp | 145.39%-94.2pp |
| Employer contribution / active EE | $19,223 | $4,853+296.1% | $4,593+318.5% | $4,194+358.3% |
| Participant deferral / active EE | $23,236 | $8,237+182.1% | $7,906+193.9% | $6,396+263.3% |
| Admin fee / account holder | $7,576 | $14,976-49.4% | $13,708-44.7% | $12,562-39.7% |