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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 | $227,291+11.6% | $214,702+18.2% | $155,188+63.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 16.17% | 60.08%-43.9pp | 54.55%-38.4pp | 148.84%-132.7pp |
| Employer contribution / active EE | $50,951 | $6,772+652.4% | $6,461+688.6% | $4,248+1099.5% |
| Participant deferral / active EE | $9,510 | $9,582-0.8% | $9,147+4.0% | $6,531+45.6% |
| Admin fee / account holder | $5,503 | $20,413-73.0% | $19,830-72.2% | $14,480-62.0% |