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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 | $253,742 | $223,823+13.4% | $211,142+20.2% | $154,746+64.0% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 16.17% | 50.39%-34.2pp | 46.84%-30.7pp | 172.34%-156.2pp |
| Employer contribution / active EE | $50,951 | $6,787+650.8% | $6,442+690.9% | $4,379+1063.5% |
| Participant deferral / active EE | $9,510 | $9,750-2.5% | $9,284+2.4% | $6,730+41.3% |
| Admin fee / account holder | $5,503 | $19,707-72.1% | $19,076-71.2% | $14,365-61.7% |