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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 | $310,781 | $178,174+74.4% | $156,181+99.0% | $137,256+126.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 24.91% | 84.19%-59.3pp | 64.87%-40.0pp | 220.34%-195.4pp |
| Employer contribution / active EE | $5,251 | $4,972+5.6% | $4,294+22.3% | $4,156+26.3% |
| Participant deferral / active EE | $10,551 | $6,888+53.2% | $6,132+72.1% | $6,407+64.7% |
| Admin fee / account holder | $24,298 | $17,404+39.6% | $14,586+66.6% | $12,270+98.0% |