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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 | $274,571 | $181,062+51.6% | $158,223+73.5% | $155,188+76.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 13.17% | 57.39%-44.2pp | 52.09%-38.9pp | 148.84%-135.7pp |
| Employer contribution / active EE | $7,301 | $4,565+59.9% | $4,109+77.7% | $4,248+71.9% |
| Participant deferral / active EE | $9,606 | $6,134+56.6% | $5,467+75.7% | $6,531+47.1% |
| Admin fee / account holder | $6,549 | $18,825-65.2% | $16,047-59.2% | $14,480-54.8% |