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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 | $390,296 | $196,972+98.1% | $182,262+114.1% | $198,609+96.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 17.71% | 158.27%-140.6pp | 140.60%-122.9pp | 202.70%-185.0pp |
| Employer contribution / active EE | $10,998 | $5,364+105.0% | $5,046+118.0% | $5,055+117.5% |
| Participant deferral / active EE | $23,547 | $8,643+172.5% | $8,276+184.5% | $6,977+237.5% |
| Admin fee / account holder | $1,782 | $18,429-90.3% | $16,712-89.3% | $19,030-90.6% |