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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 | $253,002 | $197,594+28.0% | $177,822+42.3% | $158,931+59.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 7.29% | 58.76%-51.5pp | 48.32%-41.0pp | 302.86%-295.6pp |
| Employer contribution / active EE | $2,090 | $6,697-68.8% | $5,918-64.7% | $4,761-56.1% |
| Participant deferral / active EE | $13,539 | $8,405+61.1% | $7,714+75.5% | $5,982+126.3% |
| Admin fee / account holder | $33,862 | $15,400+119.9% | $12,428+172.5% | $11,247+201.1% |