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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 | $294,557 | $154,228+91.0% | $145,433+102.5% | $137,256+114.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.28% | 74.59%-59.3pp | 66.58%-51.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $25,091 | $4,804+422.3% | $4,554+450.9% | $4,156+503.7% |
| Participant deferral / active EE | $24,138 | $8,216+193.8% | $7,897+205.6% | $6,407+276.8% |
| Admin fee / account holder | $26,048 | $14,344+81.6% | $13,129+98.4% | $12,270+112.3% |