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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 | $268,578 | $166,268+61.5% | $165,100+62.7% | $145,897+84.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.94% | 100.52%-86.6pp | 70.21%-56.3pp | 552.29%-538.3pp |
| Employer contribution / active EE | $5,850 | $5,284+10.7% | $4,348+34.5% | $4,663+25.5% |
| Participant deferral / active EE | $24,400 | $6,964+250.4% | $6,035+304.3% | $6,689+264.8% |
| Admin fee / account holder | $6,952 | $16,659-58.3% | $12,696-45.2% | $13,390-48.1% |