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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 | $324,744 | $181,062+79.4% | $158,223+105.2% | $155,188+109.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 27.64% | 57.39%-29.7pp | 52.09%-24.5pp | 148.84%-121.2pp |
| Employer contribution / active EE | $8,380 | $4,565+83.6% | $4,109+104.0% | $4,248+97.3% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $2,425 | $18,825-87.1% | $16,047-84.9% | $14,480-83.3% |