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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 | $256,322 | $172,111+48.9% | $150,298+70.5% | $137,256+86.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.39% | 69.37%-53.0pp | 62.79%-46.4pp | 220.34%-203.9pp |
| Employer contribution / active EE | $19,675 | $4,636+324.4% | $4,154+373.6% | $4,156+373.4% |
| Participant deferral / active EE | $10,663 | $6,166+72.9% | $5,453+95.6% | $6,407+66.4% |
| Admin fee / account holder | $2,131 | $16,471-87.1% | $14,116-84.9% | $12,270-82.6% |