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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 | $251,163 | $227,291+10.5% | $214,702+17.0% | $155,188+61.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 14.94% | 60.08%-45.1pp | 54.55%-39.6pp | 148.84%-133.9pp |
| Employer contribution / active EE | $12,066 | $6,772+78.2% | $6,461+86.8% | $4,248+184.1% |
| Participant deferral / active EE | $9,199 | $9,582-4.0% | $9,147+0.6% | $6,531+40.9% |
| Admin fee / account holder | $21,641 | $20,413+6.0% | $19,830+9.1% | $14,480+49.5% |