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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 | $341,188 | $185,312+84.1% | $161,489+111.3% | $154,746+120.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 17.39% | 103.84%-86.5pp | 89.72%-72.3pp | 172.34%-155.0pp |
| Employer contribution / active EE | $30,297 | $4,769+535.3% | $4,268+609.8% | $4,379+591.9% |
| Participant deferral / active EE | $17,817 | $6,350+180.6% | $5,630+216.5% | $6,730+164.7% |
| Admin fee / account holder | $17,638 | $18,654-5.4% | $16,006+10.2% | $14,365+22.8% |