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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 | $299,749 | $181,062+65.6% | $158,223+89.4% | $155,188+93.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 9.91% | 57.39%-47.5pp | 52.09%-42.2pp | 148.84%-138.9pp |
| Employer contribution / active EE | $9,397 | $4,565+105.9% | $4,109+128.7% | $4,248+121.2% |
| Participant deferral / active EE | $10,682 | $6,134+74.1% | $5,467+95.4% | $6,531+63.5% |
| Admin fee / account holder | $25,200 | $18,825+33.9% | $16,047+57.0% | $14,480+74.0% |