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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 | $294,015 | $162,136+81.3% | $152,301+93.0% | $154,746+90.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.15% | 91.02%-76.9pp | 80.50%-66.4pp | 172.34%-158.2pp |
| Employer contribution / active EE | $5,606 | $4,890+14.6% | $4,624+21.2% | $4,379+28.0% |
| Participant deferral / active EE | $16,286 | $8,341+95.2% | $8,004+103.5% | $6,730+142.0% |
| Admin fee / account holder | $254,333 | $15,759+1513.9% | $14,398+1666.5% | $14,365+1670.5% |