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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 | $251,342 | $165,361+52.0% | $149,715+67.9% | $158,950+58.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.48% | 348.24%-336.8pp | 276.66%-265.2pp | 302.91%-291.4pp |
| Employer contribution / active EE | $7,614 | $5,103+49.2% | $4,645+63.9% | $4,762+59.9% |
| Participant deferral / active EE | $3,714 | $7,182-48.3% | $6,842-45.7% | $5,983-37.9% |
| Admin fee / account holder | $1,963 | $10,808-81.8% | $9,310-78.9% | $11,248-82.5% |