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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 | $283,730 | $155,555+82.4% | $146,866+93.2% | $155,188+82.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 15.16% | 115.41%-100.3pp | 102.85%-87.7pp | 148.84%-133.7pp |
| Employer contribution / active EE | $13,104 | $4,647+182.0% | $4,425+196.2% | $4,248+208.5% |
| Participant deferral / active EE | $9,741 | $8,044+21.1% | $7,759+25.5% | $6,531+49.1% |
| Admin fee / account holder | $51,880 | $14,755+251.6% | $13,620+280.9% | $14,480+258.3% |