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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 | $253,310 | $181,062+39.9% | $158,223+60.1% | $155,188+63.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 14.43% | 57.39%-43.0pp | 52.09%-37.7pp | 148.84%-134.4pp |
| Employer contribution / active EE | $17,562 | $4,565+284.7% | $4,109+327.4% | $4,248+313.4% |
| Participant deferral / active EE | $21,917 | $6,134+257.3% | $5,467+300.9% | $6,531+235.6% |
| Admin fee / account holder | $1,380 | $18,825-92.7% | $16,047-91.4% | $14,480-90.5% |