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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 | $254,019 | $201,259+26.2% | $184,200+37.9% | $145,959+74.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.98% | 28.98%-18.0pp | 28.80%-17.8pp | 561.95%-551.0pp |
| Employer contribution / active EE | $5,651 | $7,018-19.5% | $6,424-12.0% | $4,661+21.2% |
| Participant deferral / active EE | $12,060 | $9,806+23.0% | $9,132+32.1% | $6,689+80.3% |
| Admin fee / account holder | $182,741 | $16,372+1016.2% | $13,907+1214.0% | $13,398+1264.0% |