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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 | $254,318 | $165,399+53.8% | $149,745+69.8% | $158,982+60.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.36% | 348.34%-334.0pp | 276.72%-262.4pp | 302.99%-288.6pp |
| Employer contribution / active EE | $12,429 | $5,105+143.5% | $4,646+167.5% | $4,763+161.0% |
| Participant deferral / active EE | $17,284 | $7,183+140.6% | $6,843+152.6% | $5,983+188.9% |
| Admin fee / account holder | $3,671 | $10,811-66.0% | $9,312-60.6% | $11,252-67.4% |