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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 | $291,373 | $209,336+39.2% | $197,124+47.8% | $137,256+112.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.20% | 48.09%-31.9pp | 44.34%-28.1pp | 220.34%-204.1pp |
| Employer contribution / active EE | $17,124 | $6,591+159.8% | $6,227+175.0% | $4,156+312.0% |
| Participant deferral / active EE | $20,130 | $9,614+109.4% | $9,135+120.4% | $6,407+214.2% |
| Admin fee / account holder | $6,463 | $17,308-62.7% | $16,298-60.3% | $12,270-47.3% |