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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 | $276,798 | $181,062+52.9% | $158,223+74.9% | $155,188+78.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 16.72% | 57.39%-40.7pp | 52.09%-35.4pp | 148.84%-132.1pp |
| Employer contribution / active EE | $9,611 | $4,565+110.6% | $4,109+133.9% | $4,248+126.3% |
| Participant deferral / active EE | $6,758 | $6,134+10.2% | $5,467+23.6% | $6,531+3.5% |
| Admin fee / account holder | $612 | $18,825-96.7% | $16,047-96.2% | $14,480-95.8% |