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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 | $256,843 | $156,398+64.2% | $147,318+74.3% | $138,895+84.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.02% | 78.75%-60.7pp | 70.43%-52.4pp | 145.39%-127.4pp |
| Employer contribution / active EE | $8,213 | $4,853+69.2% | $4,593+78.8% | $4,194+95.8% |
| Participant deferral / active EE | $15,919 | $8,237+93.3% | $7,906+101.3% | $6,396+148.9% |
| Admin fee / account holder | $22,312 | $14,976+49.0% | $13,708+62.8% | $12,562+77.6% |