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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 | $270,276 | $156,398+72.8% | $147,318+83.5% | $138,895+94.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.33% | 78.75%-62.4pp | 70.43%-54.1pp | 145.39%-129.1pp |
| Employer contribution / active EE | $17,002 | $4,853+250.3% | $4,593+270.2% | $4,194+305.4% |
| Participant deferral / active EE | $18,923 | $8,237+129.7% | $7,906+139.3% | $6,396+195.8% |
| Admin fee / account holder | $7,675 | $14,976-48.8% | $13,708-44.0% | $12,562-38.9% |