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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 | $269,842 | $201,372+34.0% | $184,260+46.4% | $145,884+85.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.68% | 29.04%-14.4pp | 28.84%-14.2pp | 551.85%-537.2pp |
| Employer contribution / active EE | $2,848 | $7,024-59.4% | $6,427-55.7% | $4,662-38.9% |
| Participant deferral / active EE | $16,521 | $9,808+68.4% | $9,133+80.9% | $6,690+147.0% |
| Admin fee / account holder | $3,191 | $16,362-80.5% | $13,898-77.0% | $13,392-76.2% |