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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 | $301,150 | $154,228+95.3% | $145,433+107.1% | $137,256+119.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.63% | 74.59%-54.0pp | 66.58%-45.9pp | 220.34%-199.7pp |
| Employer contribution / active EE | $9,102 | $4,804+89.5% | $4,554+99.8% | $4,156+119.0% |
| Participant deferral / active EE | $26,000 | $8,216+216.4% | $7,897+229.2% | $6,407+305.8% |
| Admin fee / account holder | $2,423 | $14,344-83.1% | $13,129-81.5% | $12,270-80.3% |