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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 | $261,509 | $162,136+61.3% | $152,301+71.7% | $154,746+69.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 23.71% | 91.02%-67.3pp | 80.50%-56.8pp | 172.34%-148.6pp |
| Employer contribution / active EE | $10,090 | $4,890+106.3% | $4,624+118.2% | $4,379+130.4% |
| Participant deferral / active EE | $17,274 | $8,341+107.1% | $8,004+115.8% | $6,730+156.7% |
| Admin fee / account holder | $8,679 | $15,759-44.9% | $14,398-39.7% | $14,365-39.6% |