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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 | $274,789 | $165,399+66.1% | $149,745+83.5% | $158,982+72.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.84% | 348.34%-333.5pp | 276.72%-261.9pp | 302.99%-288.1pp |
| Employer contribution / active EE | $2,151 | $5,105-57.9% | $4,646-53.7% | $4,763-54.8% |
| Participant deferral / active EE | $16,729 | $7,183+132.9% | $6,843+144.5% | $5,983+179.6% |
| Admin fee / account holder | $2,378 | $10,811-78.0% | $9,312-74.5% | $11,252-78.9% |