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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 | $294,307 | $209,336+40.6% | $197,124+49.3% | $137,256+114.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.27% | 48.09%-30.8pp | 44.34%-27.1pp | 220.34%-203.1pp |
| Employer contribution / active EE | $17,576 | $6,591+166.7% | $6,227+182.2% | $4,156+322.9% |
| Participant deferral / active EE | $20,285 | $9,614+111.0% | $9,135+122.1% | $6,407+216.6% |
| Admin fee / account holder | $1,214 | $17,308-93.0% | $16,298-92.6% | $12,270-90.1% |