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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 | $317,789 | $154,228+106.1% | $145,433+118.5% | $137,256+131.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 52.25% | 74.59%-22.3pp | 66.58%-14.3pp | 220.34%-168.1pp |
| Employer contribution / active EE | $27,998 | $4,804+482.8% | $4,554+514.7% | $4,156+573.7% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $15,126 | $14,344+5.5% | $13,129+15.2% | $12,270+23.3% |