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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 | $265,587 | $209,336+26.9% | $197,124+34.7% | $137,256+93.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 21.44% | 48.09%-26.6pp | 44.34%-22.9pp | 220.34%-198.9pp |
| Employer contribution / active EE | $29,952 | $6,591+354.5% | $6,227+381.0% | $4,156+620.7% |
| Participant deferral / active EE | $24,409 | $9,614+153.9% | $9,135+167.2% | $6,407+281.0% |
| Admin fee / account holder | $16,490 | $17,308-4.7% | $16,298+1.2% | $12,270+34.4% |