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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 | $345,706 | $181,062+90.9% | $158,223+118.5% | $155,188+122.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 16.95% | 57.39%-40.4pp | 52.09%-35.1pp | 148.84%-131.9pp |
| Employer contribution / active EE | $31,406 | $4,565+588.0% | $4,109+664.4% | $4,248+639.4% |
| Participant deferral / active EE | $19,896 | $6,134+224.3% | $5,467+263.9% | $6,531+204.6% |
| Admin fee / account holder | $14,162 | $18,825-24.8% | $16,047-11.7% | $14,480-2.2% |