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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 | $274,432 | $185,312+48.1% | $161,489+69.9% | $154,746+77.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.69% | 103.84%-89.2pp | 89.72%-75.0pp | 172.34%-157.7pp |
| Employer contribution / active EE | $14,175 | $4,769+197.2% | $4,268+232.1% | $4,379+223.7% |
| Participant deferral / active EE | $8,238 | $6,350+29.7% | $5,630+46.3% | $6,730+22.4% |
| Admin fee / account holder | $3,541 | $18,654-81.0% | $16,006-77.9% | $14,365-75.3% |