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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 | $263,131 | $154,228+70.6% | $145,433+80.9% | $137,256+91.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.52% | 74.59%-59.1pp | 66.58%-51.1pp | 220.34%-204.8pp |
| Employer contribution / active EE | $30,573 | $4,804+536.4% | $4,554+571.3% | $4,156+635.6% |
| Participant deferral / active EE | $14,821 | $8,216+80.4% | $7,897+87.7% | $6,407+131.3% |
| Admin fee / account holder | $17,429 | $14,344+21.5% | $13,129+32.8% | $12,270+42.0% |