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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 | $324,928 | $223,823+45.2% | $211,142+53.9% | $154,746+110.0% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 28.39% | 50.39%-22.0pp | 46.84%-18.4pp | 172.34%-143.9pp |
| Employer contribution / active EE | $10,549 | $6,787+55.4% | $6,442+63.8% | $4,379+140.9% |
| Participant deferral / active EE | $13,226 | $9,750+35.6% | $9,284+42.5% | $6,730+96.5% |
| Admin fee / account holder | $8,667 | $19,707-56.0% | $19,076-54.6% | $14,365-39.7% |