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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 | $258,971 | $176,838+46.4% | $146,685+76.5% | $167,518+54.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 16.20% | 24.04%-7.8pp | 22.75%-6.5pp | 478.71%-462.5pp |
| Employer contribution / active EE | $12,619 | $5,161+144.5% | $4,137+205.0% | $4,838+160.8% |
| Participant deferral / active EE | $19,100 | $6,441+196.6% | $5,507+246.9% | $6,342+201.2% |
| Admin fee / account holder | $1,547 | $13,262-88.3% | $10,281-85.0% | $12,312-87.4% |