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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 | $250,347 | $209,336+19.6% | $197,124+27.0% | $137,256+82.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 31.72% | 48.09%-16.4pp | 44.34%-12.6pp | 220.34%-188.6pp |
| Employer contribution / active EE | $41,679 | $6,591+532.4% | $6,227+569.3% | $4,156+902.8% |
| Participant deferral / active EE | $24,171 | $9,614+151.4% | $9,135+164.6% | $6,407+277.3% |
| Admin fee / account holder | $359 | $17,308-97.9% | $16,298-97.8% | $12,270-97.1% |