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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 | $269,730 | $155,555+73.4% | $146,866+83.7% | $155,188+73.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 18.09% | 115.41%-97.3pp | 102.85%-84.8pp | 148.84%-130.7pp |
| Employer contribution / active EE | $17,318 | $4,647+272.7% | $4,425+291.4% | $4,248+307.7% |
| Participant deferral / active EE | $15,036 | $8,044+86.9% | $7,759+93.8% | $6,531+130.2% |
| Admin fee / account holder | $2,439 | $14,755-83.5% | $13,620-82.1% | $14,480-83.2% |