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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 | $328,498 | $212,386+54.7% | $199,883+64.3% | $138,895+136.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 27.92% | 47.75%-19.8pp | 43.81%-15.9pp | 145.39%-117.5pp |
| Employer contribution / active EE | $24,019 | $6,625+262.6% | $6,261+283.6% | $4,194+472.7% |
| Participant deferral / active EE | $16,270 | $9,617+69.2% | $9,138+78.0% | $6,396+154.4% |
| Admin fee / account holder | $16,669 | $18,233-8.6% | $17,268-3.5% | $12,562+32.7% |