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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 | $308,157 | $185,312+66.3% | $161,489+90.8% | $154,746+99.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 20.41% | 103.84%-83.4pp | 89.72%-69.3pp | 172.34%-151.9pp |
| Employer contribution / active EE | $8,601 | $4,769+80.4% | $4,268+101.5% | $4,379+96.4% |
| Participant deferral / active EE | $9,781 | $6,350+54.0% | $5,630+73.7% | $6,730+45.3% |
| Admin fee / account holder | $1,551 | $18,654-91.7% | $16,006-90.3% | $14,365-89.2% |