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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 | $269,675 | $100,970+167.1% | $96,576+179.2% | $137,256+96.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 15.54% | 38.16%-22.6pp | 38.47%-22.9pp | 220.34%-204.8pp |
| Employer contribution / active EE | $32,969 | $3,809+765.5% | $3,553+827.9% | $4,156+693.3% |
| Participant deferral / active EE | $10,530 | $8,286+27.1% | $7,956+32.3% | $6,407+64.4% |
| Admin fee / account holder | $2,125 | $11,312-81.2% | $11,381-81.3% | $12,270-82.7% |