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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 | $348,268 | $196,972+76.8% | $182,262+91.1% | $198,609+75.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 13.63% | 158.27%-144.6pp | 140.60%-127.0pp | 202.70%-189.1pp |
| Employer contribution / active EE | $14,667 | $5,364+173.5% | $5,046+190.7% | $5,055+190.1% |
| Participant deferral / active EE | $20,995 | $8,643+142.9% | $8,276+153.7% | $6,977+200.9% |
| Admin fee / account holder | $869 | $18,429-95.3% | $16,712-94.8% | $19,030-95.4% |