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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 | $260,388 | $154,228+68.8% | $145,433+79.0% | $137,256+89.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.66% | 74.59%-52.9pp | 66.58%-44.9pp | 220.34%-198.7pp |
| Employer contribution / active EE | $24,050 | $4,804+400.6% | $4,554+428.1% | $4,156+478.7% |
| Participant deferral / active EE | $23,679 | $8,216+188.2% | $7,897+199.8% | $6,407+269.6% |
| Admin fee / account holder | $1,464 | $14,344-89.8% | $13,129-88.8% | $12,270-88.1% |