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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 | $339,016 | $178,174+90.3% | $156,181+117.1% | $137,256+147.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 12.03% | 84.19%-72.2pp | 64.87%-52.8pp | 220.34%-208.3pp |
| Employer contribution / active EE | $18,508 | $4,972+272.3% | $4,294+331.0% | $4,156+345.3% |
| Participant deferral / active EE | $9,289 | $6,888+34.9% | $6,132+51.5% | $6,407+45.0% |
| Admin fee / account holder | $28,062 | $17,404+61.2% | $14,586+92.4% | $12,270+128.7% |