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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 | $318,022 | $183,516+73.3% | $155,534+104.5% | $145,884+118.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 27.73% | 61.43%-33.7pp | 64.92%-37.2pp | 551.85%-524.1pp |
| Employer contribution / active EE | $30,290 | $5,315+469.9% | $4,675+548.0% | $4,662+549.7% |
| Participant deferral / active EE | $19,875 | $6,467+207.3% | $5,630+253.0% | $6,690+197.1% |
| Admin fee / account holder | $11,631 | $19,293-39.7% | $15,900-26.8% | $13,392-13.1% |