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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 | $257,077 | $209,336+22.8% | $197,124+30.4% | $137,256+87.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 30.16% | 48.09%-17.9pp | 44.34%-14.2pp | 220.34%-190.2pp |
| Employer contribution / active EE | $5,641 | $6,591-14.4% | $6,227-9.4% | $4,156+35.7% |
| Participant deferral / active EE | $41,901 | $9,614+335.8% | $9,135+358.7% | $6,407+554.0% |
| Admin fee / account holder | $30,935 | $17,308+78.7% | $16,298+89.8% | $12,270+152.1% |