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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 | $255,643 | $165,399+54.6% | $149,745+70.7% | $158,982+60.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.94% | 348.34%-325.4pp | 276.72%-253.8pp | 302.99%-280.0pp |
| Employer contribution / active EE | $1,339 | $5,105-73.8% | $4,646-71.2% | $4,763-71.9% |
| Participant deferral / active EE | $6,961 | $7,183-3.1% | $6,843+1.7% | $5,983+16.3% |
| Admin fee / account holder | $2,018 | $10,811-81.3% | $9,312-78.3% | $11,252-82.1% |