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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 | $290,497 | $183,592+58.2% | $155,567+86.7% | $145,959+99.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.18% | 61.24%-51.1pp | 64.74%-54.6pp | 561.95%-551.8pp |
| Employer contribution / active EE | $3,672 | $5,315-30.9% | $4,674-21.4% | $4,661-21.2% |
| Participant deferral / active EE | $18,021 | $6,464+178.8% | $5,628+220.2% | $6,689+169.4% |
| Admin fee / account holder | $1,098 | $19,318-94.3% | $15,916-93.1% | $13,398-91.8% |