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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 | $196,972+39.1% | $182,262+50.4% | $198,609+38.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 13.24% | 158.27%-145.0pp | 140.60%-127.4pp | 202.70%-189.5pp |
| Employer contribution / active EE | $14,431 | $5,364+169.1% | $5,046+186.0% | $5,055+185.5% |
| Participant deferral / active EE | $10,495 | $8,643+21.4% | $8,276+26.8% | $6,977+50.4% |
| Admin fee / account holder | $60,578 | $18,429+228.7% | $16,712+262.5% | $19,030+218.3% |