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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 | $253,505 | $227,291+11.5% | $214,702+18.1% | $155,188+63.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 17.97% | 60.08%-42.1pp | 54.55%-36.6pp | 148.84%-130.9pp |
| Employer contribution / active EE | $22,483 | $6,772+232.0% | $6,461+248.0% | $4,248+429.3% |
| Participant deferral / active EE | $26,954 | $9,582+181.3% | $9,147+194.7% | $6,531+312.7% |
| Admin fee / account holder | $2,258 | $20,413-88.9% | $19,830-88.6% | $14,480-84.4% |