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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 | $362,158 | $223,823+61.8% | $211,142+71.5% | $154,746+134.0% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 22.30% | 50.39%-28.1pp | 46.84%-24.5pp | 172.34%-150.0pp |
| Employer contribution / active EE | $19,381 | $6,787+185.6% | $6,442+200.8% | $4,379+342.6% |
| Participant deferral / active EE | $16,767 | $9,750+72.0% | $9,284+80.6% | $6,730+149.1% |
| Admin fee / account holder | $4,620 | $19,707-76.6% | $19,076-75.8% | $14,365-67.8% |