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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 | $270,055 | $181,062+49.2% | $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 | 9.13% | 57.39%-48.3pp | 52.09%-43.0pp | 148.84%-139.7pp |
| Employer contribution / active EE | $10,510 | $4,565+130.2% | $4,109+155.8% | $4,248+147.4% |
| Participant deferral / active EE | $11,230 | $6,134+83.1% | $5,467+105.4% | $6,531+71.9% |
| Admin fee / account holder | $3,694 | $18,825-80.4% | $16,047-77.0% | $14,480-74.5% |