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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 | $263,057 | $209,336+25.7% | $197,124+33.4% | $137,256+91.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.62% | 48.09%-32.5pp | 44.34%-28.7pp | 220.34%-204.7pp |
| Employer contribution / active EE | $16,309 | $6,591+147.5% | $6,227+161.9% | $4,156+292.4% |
| Participant deferral / active EE | $10,918 | $9,614+13.6% | $9,135+19.5% | $6,407+70.4% |
| Admin fee / account holder | $84,934 | $17,308+390.7% | $16,298+421.1% | $12,270+592.2% |