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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 | $270,511 | $156,398+73.0% | $147,318+83.6% | $138,895+94.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.20% | 78.75%-62.6pp | 70.43%-54.2pp | 145.39%-129.2pp |
| Employer contribution / active EE | $15,614 | $4,853+221.7% | $4,593+240.0% | $4,194+272.3% |
| Participant deferral / active EE | $11,877 | $8,237+44.2% | $7,906+50.2% | $6,396+85.7% |
| Admin fee / account holder | $1,703 | $14,976-88.6% | $13,708-87.6% | $12,562-86.4% |