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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 | $294,167 | $227,399+29.4% | $189,758+55.0% | $198,609+48.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 12.27% | 61.03%-48.8pp | 52.62%-40.3pp | 202.70%-190.4pp |
| Employer contribution / active EE | $9,212 | $5,526+66.7% | $4,767+93.3% | $5,055+82.2% |
| Participant deferral / active EE | $5,295 | $6,837-22.5% | $5,856-9.6% | $6,977-24.1% |
| Admin fee / account holder | $3,167 | $25,162-87.4% | $20,388-84.5% | $19,030-83.4% |