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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 | $291,516 | $181,062+61.0% | $158,223+84.2% | $155,188+87.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 9.24% | 57.39%-48.1pp | 52.09%-42.9pp | 148.84%-139.6pp |
| Employer contribution / active EE | $11,106 | $4,565+143.3% | $4,109+170.3% | $4,248+161.5% |
| Participant deferral / active EE | $23,250 | $6,134+279.0% | $5,467+325.3% | $6,531+256.0% |
| Admin fee / account holder | $3,863 | $18,825-79.5% | $16,047-75.9% | $14,480-73.3% |