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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 | $298,165 | $154,228+93.3% | $145,433+105.0% | $137,256+117.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.19% | 74.59%-59.4pp | 66.58%-51.4pp | 220.34%-205.2pp |
| Employer contribution / active EE | $5,360 | $4,804+11.6% | $4,554+17.7% | $4,156+29.0% |
| Participant deferral / active EE | $17,990 | $8,216+119.0% | $7,897+127.8% | $6,407+180.8% |
| Admin fee / account holder | $221,361 | $14,344+1443.3% | $13,129+1586.0% | $12,270+1704.1% |