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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 | $260,336 | $209,336+24.4% | $197,124+32.1% | $137,256+89.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.70% | 48.09%-32.4pp | 44.34%-28.6pp | 220.34%-204.6pp |
| Employer contribution / active EE | $2,765 | $6,591-58.0% | $6,227-55.6% | $4,156-33.5% |
| Participant deferral / active EE | $16,695 | $9,614+73.6% | $9,135+82.8% | $6,407+160.6% |
| Admin fee / account holder | $306 | $17,308-98.2% | $16,298-98.1% | $12,270-97.5% |