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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 | $345,544 | $196,972+75.4% | $182,262+89.6% | $198,609+74.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 18.99% | 158.27%-139.3pp | 140.60%-121.6pp | 202.70%-183.7pp |
| Employer contribution / active EE | $27,006 | $5,364+403.5% | $5,046+435.2% | $5,055+434.2% |
| Participant deferral / active EE | $6,200 | $8,643-28.3% | $8,276-25.1% | $6,977-11.1% |
| Admin fee / account holder | $626 | $18,429-96.6% | $16,712-96.3% | $19,030-96.7% |