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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 | $384,285 | $223,823+71.7% | $211,142+82.0% | $154,746+148.3% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 16.59% | 50.39%-33.8pp | 46.84%-30.3pp | 172.34%-155.8pp |
| Employer contribution / active EE | $6,863 | $6,787+1.1% | $6,442+6.5% | $4,379+56.7% |
| Participant deferral / active EE | $20,850 | $9,750+113.8% | $9,284+124.6% | $6,730+209.8% |
| Admin fee / account holder | $3,349 | $19,707-83.0% | $19,076-82.4% | $14,365-76.7% |