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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 | $255,847 | $174,379+46.7% | $152,093+68.2% | $138,895+84.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 16.66% | 74.86%-58.2pp | 66.36%-49.7pp | 145.39%-128.7pp |
| Employer contribution / active EE | $10,809 | $4,652+132.4% | $4,175+158.9% | $4,194+157.7% |
| Participant deferral / active EE | $8,864 | $6,159+43.9% | $5,451+62.6% | $6,396+38.6% |
| Admin fee / account holder | $1,045 | $16,880-93.8% | $14,497-92.8% | $12,562-91.7% |