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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 | $295,610 | $181,062+63.3% | $158,223+86.8% | $155,188+90.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 16.42% | 57.39%-41.0pp | 52.09%-35.7pp | 148.84%-132.4pp |
| Employer contribution / active EE | $11,595 | $4,565+154.0% | $4,109+182.2% | $4,248+173.0% |
| Participant deferral / active EE | $6,502 | $6,134+6.0% | $5,467+18.9% | $6,531-0.4% |
| Admin fee / account holder | $1,185 | $18,825-93.7% | $16,047-92.6% | $14,480-91.8% |