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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 | $274,062 | $162,136+69.0% | $152,301+79.9% | $154,746+77.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.24% | 91.02%-77.8pp | 80.50%-67.3pp | 172.34%-159.1pp |
| Employer contribution / active EE | $14,431 | $4,890+195.1% | $4,624+212.1% | $4,379+229.6% |
| Participant deferral / active EE | $10,495 | $8,341+25.8% | $8,004+31.1% | $6,730+55.9% |
| Admin fee / account holder | $60,578 | $15,759+284.4% | $14,398+320.7% | $14,365+321.7% |