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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 | $309,433 | $196,972+57.1% | $182,262+69.8% | $198,609+55.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 9.87% | 158.27%-148.4pp | 140.60%-130.7pp | 202.70%-192.8pp |
| Employer contribution / active EE | $4,800 | $5,364-10.5% | $5,046-4.9% | $5,055-5.1% |
| Participant deferral / active EE | $30,999 | $8,643+258.7% | $8,276+274.5% | $6,977+344.3% |
| Admin fee / account holder | $908 | $18,429-95.1% | $16,712-94.6% | $19,030-95.2% |