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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 | $298,003 | $196,972+51.3% | $182,262+63.5% | $198,609+50.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 24.99% | 158.27%-133.3pp | 140.60%-115.6pp | 202.70%-177.7pp |
| Employer contribution / active EE | $11,201 | $5,364+108.8% | $5,046+122.0% | $5,055+121.6% |
| Participant deferral / active EE | $20,982 | $8,643+142.8% | $8,276+153.5% | $6,977+200.7% |
| Admin fee / account holder | $953 | $18,429-94.8% | $16,712-94.3% | $19,030-95.0% |