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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 | $270,020 | $181,062+49.1% | $158,223+70.7% | $155,188+74.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 11.19% | 57.39%-46.2pp | 52.09%-40.9pp | 148.84%-137.6pp |
| Employer contribution / active EE | $2,660 | $4,565-41.7% | $4,109-35.3% | $4,248-37.4% |
| Participant deferral / active EE | $2,920 | $6,134-52.4% | $5,467-46.6% | $6,531-55.3% |
| Admin fee / account holder | $1,228 | $18,825-93.5% | $16,047-92.3% | $14,480-91.5% |