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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 | $260,775 | $154,228+69.1% | $145,433+79.3% | $137,256+90.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.35% | 74.59%-56.2pp | 66.58%-48.2pp | 220.34%-202.0pp |
| Employer contribution / active EE | $14,743 | $4,804+206.9% | $4,554+223.7% | $4,156+254.7% |
| Participant deferral / active EE | $13,779 | $8,216+67.7% | $7,897+74.5% | $6,407+115.1% |
| Admin fee / account holder | $1,447 | $14,344-89.9% | $13,129-89.0% | $12,270-88.2% |