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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 | $287,801 | $165,381+74.0% | $149,730+92.2% | $158,966+81.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.15% | 348.29%-326.1pp | 276.70%-254.5pp | 302.95%-280.8pp |
| Employer contribution / active EE | $4,948 | $5,104-3.1% | $4,645+6.5% | $4,762+3.9% |
| Participant deferral / active EE | $8,288 | $7,182+15.4% | $6,843+21.1% | $5,983+38.5% |
| Admin fee / account holder | $17,419 | $10,809+61.1% | $9,310+87.1% | $11,250+54.8% |