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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 | $257,546 | $154,228+67.0% | $145,433+77.1% | $137,256+87.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.73% | 74.59%-61.9pp | 66.58%-53.8pp | 220.34%-207.6pp |
| Employer contribution / active EE | $8,174 | $4,804+70.1% | $4,554+79.5% | $4,156+96.7% |
| Participant deferral / active EE | $24,621 | $8,216+199.7% | $7,897+211.8% | $6,407+284.3% |
| Admin fee / account holder | $70,582 | $14,344+392.1% | $13,129+437.6% | $12,270+475.2% |