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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 | $264,836 | $197,603+34.0% | $177,827+48.9% | $158,950+66.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 20.15% | 58.76%-38.6pp | 48.32%-28.2pp | 302.91%-282.8pp |
| Employer contribution / active EE | $16,346 | $6,698+144.1% | $5,918+176.2% | $4,762+243.3% |
| Participant deferral / active EE | $8,708 | $8,404+3.6% | $7,713+12.9% | $5,983+45.6% |
| Admin fee / account holder | $1,079 | $15,402-93.0% | $12,429-91.3% | $11,248-90.4% |