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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 | $307,876 | $209,336+47.1% | $197,124+56.2% | $137,256+124.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 58.55% | 48.09%+10.5pp | 44.34%+14.2pp | 220.34%-161.8pp |
| Employer contribution / active EE | $46,500 | $6,591+605.5% | $6,227+646.7% | $4,156+1018.9% |
| Participant deferral / active EE | $31,000 | $9,614+222.4% | $9,135+239.4% | $6,407+383.9% |
| Admin fee / account holder | $6,828 | $17,308-60.5% | $16,298-58.1% | $12,270-44.4% |