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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 | $276,038 | $185,312+49.0% | $161,489+70.9% | $154,746+78.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.07% | 103.84%-89.8pp | 89.72%-75.7pp | 172.34%-158.3pp |
| Employer contribution / active EE | $4,888 | $4,769+2.5% | $4,268+14.5% | $4,379+11.6% |
| Participant deferral / active EE | $9,300 | $6,350+46.5% | $5,630+65.2% | $6,730+38.2% |
| Admin fee / account holder | $120,638 | $18,654+546.7% | $16,006+653.7% | $14,365+739.8% |