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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 | $309,011 | $213,785+44.5% | $185,441+66.6% | $155,188+99.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 14.09% | 19.97%-5.9pp | 20.16%-6.1pp | 148.84%-134.7pp |
| Employer contribution / active EE | $15,789 | $5,393+192.8% | $4,672+237.9% | $4,248+271.7% |
| Participant deferral / active EE | $8,501 | $6,864+23.8% | $6,152+38.2% | $6,531+30.2% |
| Admin fee / account holder | $2,181 | $21,134-89.7% | $17,890-87.8% | $14,480-84.9% |