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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 | $184,014+84.3% | $161,149+110.4% | $138,895+144.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 17.97% | 21.52%-3.6pp | 21.16%-3.2pp | 145.39%-127.4pp |
| Employer contribution / active EE | $10,568 | $5,055+109.0% | $4,360+142.4% | $4,194+152.0% |
| Participant deferral / active EE | $22,186 | $6,909+221.1% | $6,153+260.6% | $6,396+246.9% |
| Admin fee / account holder | $2,687 | $18,027-85.1% | $15,194-82.3% | $12,562-78.6% |