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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 | $308,001 | $223,823+37.6% | $211,142+45.9% | $154,746+99.0% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 21.02% | 50.39%-29.4pp | 46.84%-25.8pp | 172.34%-151.3pp |
| Employer contribution / active EE | $3,344 | $6,787-50.7% | $6,442-48.1% | $4,379-23.6% |
| Participant deferral / active EE | $23,500 | $9,750+141.0% | $9,284+153.1% | $6,730+249.2% |
| Admin fee / account holder | $1,112 | $19,707-94.4% | $19,076-94.2% | $14,365-92.3% |