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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 | $339,121 | $213,785+58.6% | $185,441+82.9% | $155,188+118.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 17.97% | 19.97%-2.0pp | 20.16%-2.2pp | 148.84%-130.9pp |
| Employer contribution / active EE | $10,568 | $5,393+96.0% | $4,672+126.2% | $4,248+148.8% |
| Participant deferral / active EE | $22,186 | $6,864+223.2% | $6,152+260.6% | $6,531+239.7% |
| Admin fee / account holder | $2,687 | $21,134-87.3% | $17,890-85.0% | $14,480-81.4% |