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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 | $375,549 | $201,372+86.5% | $184,260+103.8% | $145,884+157.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 25.10% | 29.04%-3.9pp | 28.84%-3.7pp | 551.85%-526.7pp |
| Employer contribution / active EE | $6,823 | $7,024-2.8% | $6,427+6.2% | $4,662+46.4% |
| Participant deferral / active EE | $17,478 | $9,808+78.2% | $9,133+91.4% | $6,690+161.3% |
| Admin fee / account holder | $2,009 | $16,362-87.7% | $13,898-85.5% | $13,392-85.0% |