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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 | $332,600 | $178,174+86.7% | $156,181+113.0% | $137,256+142.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 13.90% | 84.19%-70.3pp | 64.87%-51.0pp | 220.34%-206.4pp |
| Employer contribution / active EE | $18,544 | $4,972+273.0% | $4,294+331.9% | $4,156+346.2% |
| Participant deferral / active EE | $19,364 | $6,888+181.1% | $6,132+215.8% | $6,407+202.2% |
| Admin fee / account holder | $26,916 | $17,404+54.7% | $14,586+84.5% | $12,270+119.4% |