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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 | $269,872 | $209,336+28.9% | $197,124+36.9% | $137,256+96.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 12.78% | 48.09%-35.3pp | 44.34%-31.6pp | 220.34%-207.6pp |
| Employer contribution / active EE | $30,012 | $6,591+355.4% | $6,227+381.9% | $4,156+622.1% |
| Participant deferral / active EE | $21,797 | $9,614+126.7% | $9,135+138.6% | $6,407+240.2% |
| Admin fee / account holder | $136,659 | $17,308+689.6% | $16,298+738.5% | $12,270+1013.8% |