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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 | $311,781 | $154,228+102.2% | $145,433+114.4% | $137,256+127.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.54% | 74.59%-54.0pp | 66.58%-46.0pp | 220.34%-199.8pp |
| Employer contribution / active EE | $17,201 | $4,804+258.1% | $4,554+277.7% | $4,156+313.9% |
| Participant deferral / active EE | $22,320 | $8,216+171.7% | $7,897+182.6% | $6,407+248.4% |
| Admin fee / account holder | $6,378 | $14,344-55.5% | $13,129-51.4% | $12,270-48.0% |