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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 | $260,473 | $185,312+40.6% | $161,489+61.3% | $154,746+68.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 13.74% | 103.84%-90.1pp | 89.72%-76.0pp | 172.34%-158.6pp |
| Employer contribution / active EE | $12,830 | $4,769+169.0% | $4,268+200.6% | $4,379+193.0% |
| Participant deferral / active EE | $6,799 | $6,350+7.1% | $5,630+20.8% | $6,730+1.0% |
| Admin fee / account holder | $18,137 | $18,654-2.8% | $16,006+13.3% | $14,365+26.3% |